Delap Wealth Advisory, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Delap Wealth Advisory, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	SELL	$455.1 - $504.28 $1.57 Million - $1.74 Million	-3,447 Reduced 85.98%	562 $281 Million
Q1 2024 May 14, 2024	BUY	$429.43 - $481.35 $1.19 Million - $1.33 Million	2,761 Added 221.23%	4,009 $1.93 Billion
Q4 2023 Feb 14, 2024	BUY	$377.32 - $438.19 $275,066 - $319,440	729 Added 140.46%	1,248 $545 Million
Q2 2023 Aug 08, 2023	BUY	$371.44 - $407.28 $192,777 - $211,378	519 New	519 $211 Million

3,155

395M

2.09M

2.68M

Get notified when there are updates to the investment portfolio of Delap Wealth Advisory, LLC, based on Form 13F filings with the SEC.

Stay updated on Delap Wealth Advisory, LLC with notifications on news.