Collaborative Wealth Managment Inc. Vanguard Specialized Funds Van Transaction History

Collaborative Wealth Managment Inc.

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 08, 2023	SELL	$77.59 - $93.7 $15,518 - $18,740	-200 Reduced 4.78%	3,987 $331,000
Q4 2022 Feb 10, 2023	BUY	$76.14 - $88.09 $152 - $176	2 Added 0.05%	4,187 $345,000
Q3 2022 Nov 14, 2022	SELL	$79.28 - $102.13 $8,879 - $11,438	-112 Reduced 2.61%	4,185 $335,000
Q2 2022 Aug 15, 2022	BUY	$87.04 - $112.5 $174 - $225	2 Added 0.05%	4,297 $391,000
Q4 2021 Feb 11, 2022	SELL	$102.53 - $116.01 $102 - $116	-1 Reduced 0.02%	4,295 $498,000
Q1 2021 May 12, 2022	BUY	$81.97 - $92.98 $352,143 - $399,442	4,296 New	4,296 $466,000

1,825

242M

1.22M

1.53M

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