Circle Wealth Management, LLC Vanguard Ftse Emerging Mkts Et Transaction History

Circle Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2019 Nov 15, 2019	SELL	$39.0 - $43.14 $301,626 - $333,644	-7,734 Closed	0 $0
Q2 2019 Aug 14, 2019	BUY	$39.79 - $44.01 $2,029 - $2,244	51 Added 0.66%	7,734 $329,000
Q4 2018 Feb 14, 2019	BUY	$36.68 - $41.1 $2,934 - $3,288	80 Added 1.05%	7,683 $293,000
Q3 2018 Nov 14, 2018	SELL	$39.98 - $44.11 $64,247 - $70,884	-1,607 Reduced 17.45%	7,603 $312,000
Q2 2018 Aug 15, 2018	SELL	$41.13 - $47.04 $461,766 - $528,118	-11,227 Reduced 54.93%	9,210 $389,000
Q4 2017 Feb 14, 2018	SELL	$43.58 - $45.91 $24,709 - $26,030	-567 Reduced 2.7%	20,437 $938,000
Q3 2017 Nov 14, 2017	BUY	$43.11 - $45.06 $905,482 - $946,440	21,004	21,004 $915,000

2,272

1.26B

1.38M

2.01M

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