Brick & Kyle, Associates VANGUARD INDEX FDS Transaction History

Brick & Kyle, Associates

  • $218 Million
  • Q1 2025
Number of Shares
1,507
Previous 1,392 8.26%
Holding current value
$393,000
Previous $353,000 11.33%
% of portfolio
0.18%
Previous 0.15%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
BUY
N/A
115 Added 8.26%
1,507 $393,000
Q4 2024

Feb 25, 2025
SELL
N/A
-54 Reduced 3.73%
1,392 $353,000
Q3 2024

Nov 14, 2024
BUY
N/A
330 Added 29.57%
1,446 $408,000
Q1 2024

May 14, 2024
BUY
N/A
1,116 New
1,116 $294,000
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