Carlson Capital Management Vanguard Mid Cap ETF Transaction History

Carlson Capital Management

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 16, 2024	BUY	$195.66 - $233.95 $31,501 - $37,665	161 Added 7.51%	2,305 $536,000
Q3 2023 Nov 21, 2023	BUY	$206.6 - $228.23 $8,470 - $9,357	41 Added 1.95%	2,144 $446,000
Q1 2023 Apr 17, 2023	SELL	$200.2 - $225.98 $800 - $903	-4 Reduced 0.19%	2,103 $443,000
Q4 2022 Feb 03, 2023	BUY	$186.57 - $217.26 $168,659 - $196,403	904 Added 75.15%	2,107 $429,000
Q3 2022 Nov 14, 2022	SELL	$187.98 - $227.42 $1,127 - $1,364	-6 Reduced 0.5%	1,203 $226,000
Q2 2022 Jul 18, 2022	BUY	$190.36 - $240.41 $230,145 - $290,655	1,209 New	1,209 $238,000

2,092

173M

57K

93.7K

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

Stay updated on Carlson Capital Management with notifications on news.