Castle Rock Wealth Management, LLC Vanguard Energy ETF Transaction History

Castle Rock Wealth Management, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 08, 2024	BUY	$113.37 - $128.78 $84,574 - $96,069	746 Added 12.43%	6,749 $791,000
Q3 2023 Oct 10, 2023	BUY	$110.08 - $130.52 $77,716 - $92,147	706 Added 13.33%	6,003 $760,000
Q2 2023 Jul 10, 2023	SELL	$105.87 - $119.99 $4,128 - $4,679	-39 Reduced 0.73%	5,297 $597,000
Q1 2023 May 11, 2023	BUY	$106.22 - $128.7 $566,789 - $686,743	5,336 New	5,336 $609,000

675

22M

101K

18.9K

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