Financial Advocates Investment Management Vanguard S&P Mid Cap 400 Growt Transaction History

Financial Advocates Investment Management

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2021 Aug 03, 2021	SELL	$95.46 - $103.25 $160,181 - $173,253	-1,678 Closed	0 $0
Q1 2021 May 10, 2021	BUY	$88.14 - $99.25 $18,597 - $20,941	211 Added 14.38%	1,678 $326,000
Q4 2020 Feb 12, 2021	SELL	$75.31 - $90.04 $7,003 - $8,373	-93 Reduced 5.96%	1,467 $262,000
Q3 2020 Nov 04, 2020	SELL	$68.81 - $77.86 $481 - $545	-7 Reduced 0.45%	1,560 $233,000
Q2 2020 Aug 14, 2020	BUY	$51.49 - $73.58 $80,684 - $115,299	1,567 New	1,567 $218,000
Q1 2020 Apr 29, 2020	SELL	$46.42 - $76.49 $78,124 - $128,732	-1,683 Closed	0 $0
Q4 2019 Feb 13, 2020	BUY	$67.56 - $73.64 $15,809 - $17,231	234 Added 16.15%	1,683 $247,000
Q3 2019 Nov 13, 2019	SELL	$69.24 - $70.76 $29,911 - $30,568	-432 Reduced 22.97%	1,449 $202,000
Q2 2019 Aug 08, 2019	SELL	N/A	-154 Reduced 7.57%	1,881 $264,000
Q1 2019 May 16, 2019	BUY	N/A	474 Added 30.37%	2,035 $276,000
Q4 2018 Feb 14, 2019	BUY	N/A	41 Added 2.7%	1,561 $0
Q3 2018 Nov 14, 2018	BUY	N/A	35 Added 2.36%	1,520 $0
Q2 2018 Aug 09, 2018	BUY	N/A	1,485 New	1,485 $207,000

138

2.95M

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