Dakota Wealth Management Vanguard World Fd Esg U.S. Sto Transaction History

Dakota Wealth Management

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 05, 2022	SELL	$63.97 - $82.17 $265,475 - $341,005	-4,150 Closed	0 $0
Q1 2022 May 13, 2022	SELL	$74.15 - $88.3 $42,265 - $50,331	-570 Reduced 12.08%	4,150 $336,000
Q4 2021 Feb 10, 2022	BUY	$79.7 - $88.45 $107,595 - $119,407	1,350 Added 40.06%	4,720 $415,000
Q3 2021 Nov 15, 2021	BUY	$79.36 - $84.88 $7,936 - $8,488	100 Added 3.06%	3,370 $270,000
Q2 2021 Aug 02, 2021	BUY	$74.71 - $80.04 $7,470 - $8,004	100 Added 3.15%	3,270 $262,000
Q4 2020 Feb 12, 2021	BUY	$60.54 - $70.17 $191,911 - $222,438	3,170 New	3,170 $222,000

545

27.3M

700

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