Bt Wealth Management LLC Vanguard Specialized Funds Van Transaction History

Bt Wealth Management LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 15, 2022	SELL	$87.04 - $112.5 $198,625 - $256,725	-2,282 Closed	0 $0
Q4 2021 Feb 11, 2022	SELL	$102.53 - $116.01 $9,125 - $10,324	-89 Reduced 3.75%	2,282 $265,000
Q3 2021 Nov 01, 2021	SELL	$101.78 - $110.92 $14,045 - $15,306	-138 Reduced 5.5%	2,371 $241,000
Q2 2021 Jul 28, 2021	BUY	$93.53 - $105.5 $234,666 - $264,699	2,509 New	2,509 $255,000
Q1 2019 Apr 15, 2019	SELL	N/A	-10,330 Closed	0 $0
Q4 2018 Feb 15, 2019	BUY	N/A	10,330 New	10,330 $873,000

1,825

241M

1.22M

1.53M

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