Beta Wealth Group, Inc. Vanguard Dividend Appreciation Transaction History

Beta Wealth Group, Inc.

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 12, 2022	SELL	N/A	-1,658 Closed	0 $0
Q3 2021 Nov 12, 2021	SELL	N/A	-48,316 Reduced 96.68%	1,658 $255,000
Q2 2021 Aug 16, 2021	BUY	N/A	1,329 Added 2.73%	49,974 $7.73 Million
Q1 2021 May 11, 2021	BUY	N/A	4,235 Added 9.54%	48,645 $7.15 Million
Q4 2020 Mar 18, 2021	BUY	N/A	44,410 New	44,410 $6.27 Million

2,490

253M

578K

196K

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