Cardinal Strategic Wealth Guidance Vanguard Intermediate Term Tre Transaction History

Cardinal Strategic Wealth Guidance

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 21, 2023	BUY	$57.72 - $60.39 $42,597 - $44,567	738 Added 20.21%	4,389 $263,000
Q4 2022 Jan 18, 2023	BUY	$57.14 - $59.67 $39,026 - $40,754	683 Added 23.01%	3,651 $0
Q1 2022 Apr 26, 2022	BUY	$62.43 - $66.15 $185,292 - $196,333	2,968 New	2,968 $187,000
Q4 2021 Jan 26, 2022	SELL	$66.4 - $67.68 $197,075 - $200,874	-2,968 Closed	0 $0
Q3 2021 Nov 05, 2021	SELL	$67.44 - $68.68 $2,023 - $2,060	-30 Reduced 1.0%	2,968 $200,000
Q2 2021 Jul 27, 2021	BUY	$67.21 - $68.13 $201,495 - $204,253	2,998 New	2,998 $203,000

753

385M

26.7K

12K

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