Confluence Wealth Services, Inc. Vanguard Health Care ETF Transaction History

Confluence Wealth Services, Inc.

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 01, 2023	SELL	$235.1 - $250.77 $82,755 - $88,271	-352 Reduced 28.0%	905 $212,000
Q1 2023 May 11, 2023	BUY	$228.23 - $249.0 $456 - $498	2 Added 0.16%	1,257 $299,000
Q4 2022 Feb 10, 2023	BUY	$224.15 - $255.96 $67,469 - $77,043	301 Added 31.55%	1,255 $311,000
Q2 2022 Aug 15, 2022	BUY	$219.51 - $264.47 $209,412 - $252,304	954 New	954 $234,000
Q1 2022 Apr 26, 2022	SELL	$235.27 - $264.71 $175,746 - $197,738	-747 Closed	0 $0
Q4 2021 Feb 10, 2022	BUY	$243.71 - $267.51 $182,051 - $199,829	747 New	747 $199,000

1,111

24.1M

32.3K

7.46K

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