Colonial River Wealth Management, LLC Vanguard Utilities ETF Transaction History

Colonial River Wealth Management, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 23, 2024	SELL	$121.65 - $142.23 $319,209 - $373,211	-2,624 Reduced 62.34%	1,585 $217,000
Q3 2023 Nov 03, 2023	BUY	$127.23 - $148.54 $10,687 - $12,477	84 Added 2.04%	4,209 $536,000
Q2 2023 Aug 08, 2023	BUY	$140.07 - $152.05 $9,244 - $10,035	66 Added 1.63%	4,125 $586,000
Q1 2023 May 04, 2023	BUY	$139.89 - $156.95 $567,813 - $637,060	4,059 New	4,059 $598,000

519

12M

51.1K

16.2K

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