Delap Wealth Advisory, LLC Vanguard Specialized Funds Van Transaction History

Delap Wealth Advisory, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 14, 2024	BUY	$71.05 - $89.54 $3,339 - $4,208	47 Added 1.52%	3,140 $277 Million
Q3 2023 Nov 13, 2023	BUY	$75.44 - $86.89 $5,733 - $6,603	76 Added 2.52%	3,093 $234 Million
Q2 2023 Aug 08, 2023	BUY	$78.4 - $83.98 $47,667 - $51,059	608 Added 25.24%	3,017 $252 Million
Q1 2023 May 15, 2023	SELL	$77.59 - $93.7 $225,166 - $271,917	-2,902 Reduced 54.64%	2,409 $200 Million
Q4 2022 Feb 13, 2023	BUY	$76.14 - $88.09 $404,379 - $467,845	5,311 New	5,311 $438 Million

1,825

242M

1.22M

1.53M

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