Caliber Wealth Management, LLC Vanguard Energy ETF Transaction History

Caliber Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 10, 2023	SELL	$106.22 - $128.7 $1.79 Million - $2.16 Million	-16,807 Reduced 90.16%	1,834 $209,000
Q4 2022 Jan 24, 2023	SELL	$107.13 - $131.88 $1.43 Million - $1.76 Million	-13,316 Reduced 41.67%	18,641 $0
Q3 2022 Oct 17, 2022	BUY	$93.77 - $118.45 $50,073 - $63,252	534 Added 1.7%	31,957 $3.25 Million
Q2 2022 Jul 12, 2022	BUY	$97.94 - $128.99 $162,188 - $213,607	1,656 Added 5.56%	31,423 $3.13 Million
Q1 2022 Apr 14, 2022	BUY	$80.1 - $110.55 $470,667 - $649,591	5,876 Added 24.6%	29,767 $3.19 Million
Q4 2021 Jan 20, 2022	BUY	$74.1 - $83.72 $1.77 Million - $2 Million	23,891 New	23,891 $2.15 Million

674

21.9M

101K

18.9K

Get notified when there are updates to the investment portfolio of Caliber Wealth Management, LLC, based on Form 13F filings with the SEC.

Stay updated on Caliber Wealth Management, LLC with notifications on news.