Consultiva Wealth Management, Corp. Vanguard Dividend Appreciation Transaction History

Consultiva Wealth Management, Corp.

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 14, 2023	BUY	$155.38 - $166.95 $47,546 - $51,086	306 Added 29.23%	1,353 $210 Million
Q1 2023 May 15, 2023	BUY	$147.24 - $158.33 $588 - $633	4 Added 0.38%	1,047 $161 Million
Q4 2022 Feb 13, 2023	BUY	$144.84 - $158.71 $434 - $476	3 Added 0.29%	1,043 $158 Million
Q3 2022 Nov 14, 2022	BUY	N/A	4 Added 0.39%	1,040 $141 Million
Q2 2022 Aug 15, 2022	BUY	N/A	4 Added 0.39%	1,036 $149 Million
Q1 2022 May 17, 2022	BUY	N/A	3 Added 0.29%	1,032 $167 Million
Q4 2021 Feb 14, 2022	BUY	N/A	3 Added 0.29%	1,029 $177 Million
Q3 2021 Nov 16, 2021	BUY	N/A	6 Added 0.59%	1,026 $0
Q1 2021 May 17, 2021	BUY	N/A	3 Added 0.29%	1,020 $150,000
Q4 2020 Feb 16, 2021	SELL	N/A	-6 Reduced 0.59%	1,017 $144,000
Q2 2019 Aug 16, 2021	BUY	N/A	1,023 New	1,023 $158,000

2,274

198M

552K

347K

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