Circle Wealth Management, LLC Vanguard Small Cap Growth ETF Transaction History

Circle Wealth Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 12, 2022	SELL	$188.16 - $253.27 $520,638 - $700,798	-2,767 Reduced 62.63%	1,651 $325,000
Q1 2022 May 16, 2022	SELL	$224.28 - $282.83 $1.78 Million - $2.25 Million	-7,945 Reduced 64.26%	4,418 $1.1 Million
Q4 2021 Feb 14, 2022	BUY	$269.22 - $305.79 $2.92 Million - $3.31 Million	10,831 Added 706.98%	12,363 $3.48 Million
Q2 2021 Aug 16, 2021	SELL	$260.67 - $292.07 $1.8 Million - $2.02 Million	-6,910 Reduced 81.85%	1,532 $444,000
Q1 2021 May 17, 2021	BUY	$262.76 - $302.04 $2.22 Million - $2.55 Million	8,442 New	8,442 $2.32 Million

1,115

42.3M

53.1K

28.3K

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