Circle Wealth Management, LLC Vanguard Total World Stk Index Transaction History

Circle Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2019 Nov 15, 2019	SELL	$74.55 - $76.17 $308,115 - $314,810	-4,133 Closed	0 $0
Q2 2019 Aug 14, 2019	BUY	N/A	30 Added 0.73%	4,133 $311,000
Q4 2018 Feb 14, 2019	SELL	N/A	-94 Reduced 2.24%	4,103 $269,000
Q2 2018 Aug 15, 2018	BUY	N/A	46 Added 1.11%	4,197 $308,000
Q4 2017 Feb 14, 2018	BUY	N/A	48 Added 1.17%	4,151 $308,000
Q3 2017 Nov 14, 2017	BUY	N/A	4,103	4,103 $290,000

959

86.7M

209K

49.6K

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