Caliber Wealth Management, LLC Vanguard Financial ETF Transaction History

Caliber Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 24, 2023	SELL	$74.7 - $88.6 $808,029 - $958,386	-10,817 Reduced 34.1%	20,902 $0
Q3 2022 Oct 17, 2022	BUY	$74.44 - $88.21 $149,698 - $177,390	2,011 Added 6.77%	31,719 $2.36 Million
Q2 2022 Jul 12, 2022	BUY	$75.42 - $93.29 $226,938 - $280,709	3,009 Added 11.27%	29,708 $2.29 Million
Q1 2022 Apr 14, 2022	BUY	$87.26 - $101.75 $571,814 - $666,767	6,553 Added 32.53%	26,699 $2.49 Million
Q4 2021 Jan 20, 2022	BUY	$92.72 - $100.95 $799,060 - $869,987	8,618 Added 74.76%	20,146 $2.02 Million
Q3 2021 Oct 25, 2021	BUY	$86.32 - $96.09 $32,628 - $36,322	378 Added 3.39%	11,528 $1.13 Million
Q2 2021 Jul 22, 2021	BUY	$85.53 - $94.49 $953,659 - $1.05 Million	11,150 New	11,150 $1.01 Million

689

52.3M

45K

10.5K

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