Collaborative Wealth Managment Inc. Vanguard S&P Small Cap 600 Val Transaction History

Collaborative Wealth Managment Inc.

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 07, 2024	BUY	$70.88 - $89.92 $172,380 - $218,685	2,432 New	2,432 $215,000
Q2 2023 Aug 07, 2023	SELL	$75.67 - $82.89 $13,166 - $14,422	-174 Reduced 5.97%	2,740 $224,000
Q1 2023 May 08, 2023	BUY	$76.95 - $184.17 $108,345 - $259,311	1,408 Added 93.49%	2,914 $235,000
Q4 2022 Feb 10, 2023	SELL	$73.18 - $169.88 $19,465 - $45,188	-266 Reduced 15.01%	1,506 $236,000
Q2 2022 Aug 15, 2022	BUY	$74.83 - $89.39 $4,489 - $5,363	60 Added 3.5%	1,772 $273,000
Q4 2021 Feb 11, 2022	SELL	$85.88 - $95.79 $5,152 - $5,747	-60 Reduced 3.39%	1,712 $309,000
Q1 2021 May 12, 2022	BUY	$69.33 - $93.17 $122,852 - $165,097	1,772 New	1,772 $314,000

172

6.5M

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