Essex Private Wealth Management, LLC Vanguard Whitehall Fds (Vangua Transaction History

Essex Private Wealth Management, LLC

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 19, 2024	BUY	$114.71 - $121.51 $12,962 - $13,730	113 Added 6.82%	1,770 $209,000
Q1 2024 Apr 22, 2024	BUY	$109.98 - $120.99 $182,236 - $200,480	1,657 New	1,657 $200,000
Q1 2022 May 16, 2022	SELL	$107.24 - $115.01 $33,458 - $35,883	-312 Reduced 11.5%	2,400 $269,000
Q4 2021 Feb 09, 2022	BUY	$104.33 - $112.16 $38,810 - $41,723	372 Added 15.9%	2,712 $304,000
Q3 2021 Nov 15, 2021	BUY	$102.3 - $108.36 $239,382 - $253,562	2,340 New	2,340 $242,000
Q1 2021 May 17, 2021	SELL	$90.4 - $101.83 $1.94 Million - $2.18 Million	-21,450 Closed	0 $0
Q4 2020 Feb 12, 2021	SELL	$78.88 - $92.1 $2.62 Million - $3.06 Million	-33,174 Reduced 60.73%	21,450 $1.96 Million
Q3 2020 Nov 10, 2020	SELL	$77.57 - $85.18 $406,078 - $445,917	-5,235 Reduced 8.75%	54,624 $4.42 Million
Q2 2020 Aug 11, 2020	SELL	$67.79 - $86.78 $125,411 - $160,543	-1,850 Reduced 3.0%	59,859 $4.72 Million
Q1 2020 May 13, 2020	BUY	$60.97 - $94.78 $111,575 - $173,447	1,830 Added 3.06%	61,709 $4.37 Million
Q4 2019 Feb 13, 2020	BUY	$85.84 - $94.47 $5.14 Million - $5.66 Million	59,879 New	59,879 $5.61 Million

1,758

174M

1.59M

278K

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