Castle Rock Wealth Management, LLC Vanguard Sht Trm Inflt Prot Fd Transaction History

Castle Rock Wealth Management, LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 10, 2023	BUY	$46.9 - $47.47 $422 - $427	9 Added 0.17%	5,450 $257,000
Q1 2023 May 11, 2023	BUY	$46.62 - $47.83 $46 - $47	1 Added 0.02%	5,441 $260,000
Q4 2022 Jan 30, 2023	BUY	$46.71 - $48.22 $1,214 - $1,253	26 Added 0.48%	5,440 $254,000
Q3 2022 Oct 13, 2022	BUY	$48.11 - $50.34 $5,821 - $6,091	121 Added 2.29%	5,414 $257,000
Q2 2022 Jul 13, 2022	BUY	$50.05 - $51.06 $750 - $765	15 Added 0.28%	5,293 $261,000
Q1 2022 Apr 25, 2022	BUY	$50.6 - $52.11 $556 - $573	11 Added 0.21%	5,278 $267,000
Q4 2021 Feb 02, 2022	BUY	$51.18 - $52.61 $1,023 - $1,052	20 Added 0.38%	5,267 $269,000
Q3 2021 Nov 12, 2021	BUY	$51.92 - $52.8 $73,570 - $74,817	1,417 Added 37.0%	5,247 $274,000
Q2 2021 Aug 13, 2021	BUY	$51.54 - $52.44 $197,398 - $200,845	3,830 New	3,830 $201,000

756

140M

14.1K

7.6K

Get notified when there are updates to the investment portfolio of Castle Rock Wealth Management, LLC, based on Form 13F filings with the SEC.

Stay updated on Castle Rock Wealth Management, LLC with notifications on news.