Captrust Financial Advisors Vanguard Bd Index Fds Transaction History

Captrust Financial Advisors

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 15, 2023	SELL	N/A	-4,141 Reduced 44.32%	5,202 $0
Q4 2022 Feb 15, 2023	SELL	N/A	-576 Reduced 5.81%	9,343 $0
Q3 2022 Nov 16, 2022	SELL	N/A	-9,334 Reduced 48.48%	9,919 $486,000
Q2 2022 Aug 16, 2022	BUY	N/A	3,753 Added 24.21%	19,253 $947,000
Q4 2021 Feb 14, 2022	SELL	N/A	-4,987 Reduced 24.34%	15,500 $774,000
Q3 2021 Nov 16, 2021	BUY	N/A	4,987 Added 32.17%	20,487 $1.03 Million
Q2 2021 Aug 16, 2021	BUY	N/A	15,500 New	15,500 $777,000

332

49.1M

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