Essex Private Wealth Management, LLC Vanguard Sht Term Corp Bd ETF Transaction History

Essex Private Wealth Management, LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 16, 2022	SELL	$77.77 - $81.19 $6.6 Million - $6.89 Million	-84,843 Closed	0 $0
Q4 2021 Feb 09, 2022	BUY	$81.21 - $82.44 $588,934 - $597,854	7,252 Added 9.35%	84,843 $6.89 Million
Q3 2021 Nov 15, 2021	BUY	$82.36 - $82.87 $618,276 - $622,105	7,507 Added 10.71%	77,591 $6.39 Million
Q2 2021 Aug 09, 2021	BUY	$82.34 - $82.89 $332,571 - $334,792	4,039 Added 6.12%	70,084 $5.8 Million
Q1 2021 May 17, 2021	BUY	$82.19 - $83.24 $829,050 - $839,641	10,087 Added 18.03%	66,045 $5.45 Million
Q4 2020 Feb 12, 2021	BUY	$82.66 - $83.25 $471,657 - $475,024	5,706 Added 11.35%	55,958 $4.66 Million
Q3 2020 Nov 10, 2020	BUY	$82.55 - $83.1 $571,411 - $575,218	6,922 Added 15.98%	50,252 $4.16 Million
Q2 2020 Aug 11, 2020	BUY	$78.35 - $82.66 $82,424 - $86,958	1,052 Added 2.49%	43,330 $3.58 Million
Q1 2020 May 13, 2020	BUY	$71.75 - $82.34 $19,444 - $22,314	271 Added 0.65%	42,278 $3.34 Million
Q4 2019 Feb 13, 2020	BUY	$80.76 - $81.3 $3.39 Million - $3.42 Million	42,007 New	42,007 $3.4 Million

1,361

311M

7.7K

5.1K

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

Stay updated on Essex Private Wealth Management, LLC with notifications on news.