Defined Wealth Management, LLC Vanguard Mid Cap Growth Index Transaction History

Defined Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 Apr 18, 2022	SELL	$199.76 - $251.37 $420,494 - $529,133	-2,105 Closed	0 $0
Q4 2021 Jan 19, 2022	BUY	$234.3 - $265.79 $42,642 - $48,373	182 Added 9.46%	2,105 $536,000
Q3 2021 Oct 21, 2021	BUY	$230.42 - $251.05 $4,838 - $5,272	21 Added 1.1%	1,923 $454,000
Q2 2021 Jul 20, 2021	BUY	$210.91 - $237.31 $843 - $949	4 Added 0.21%	1,902 $450,000
Q1 2021 May 18, 2021	SELL	$204.75 - $230.34 $440,417 - $495,461	-2,151 Reduced 53.12%	1,898 $407,000
Q4 2020 Mar 09, 2021	BUY	$178.76 - $215.29 $723,799 - $871,709	4,049 New	4,049 $859,000

977

38.1M

26.7K

5.6K

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