Castle Wealth Management LLC Vanguard Mid Cap Value Index F Transaction History

Castle Wealth Management LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 03, 2023	SELL	$130.77 - $144.24 $840,981 - $927,607	-6,431 Reduced 74.87%	2,159 $282,000
Q2 2023 Jul 17, 2023	SELL	$127.92 - $138.38 $460,639 - $498,306	-3,601 Reduced 29.54%	8,590 $1.19 Million
Q1 2023 May 04, 2023	SELL	$126.74 - $147.12 $307,471 - $356,913	-2,426 Reduced 16.6%	12,191 $1.63 Million
Q4 2022 Feb 09, 2023	SELL	$122.51 - $142.75 $174,821 - $203,704	-1,427 Reduced 8.89%	14,617 $1.98 Million
Q3 2022 Nov 07, 2022	BUY	$121.77 - $145.8 $1.27 Million - $1.53 Million	10,461 Added 187.37%	16,044 $1.95 Million
Q2 2022 Aug 01, 2022	BUY	$126.2 - $153.17 $704,574 - $855,148	5,583 New	5,583 $723,000

1,107

68M

28.7K

1.8K

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