Gateway Wealth Partners, LLC Vanguard Specialized Funds Van Transaction History

Gateway Wealth Partners, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 14, 2023	BUY	$75.44 - $86.89 $17,728 - $20,419	235 Added 4.35%	5,642 $427 Million
Q2 2023 Aug 14, 2023	SELL	$78.4 - $83.98 $60,681 - $65,000	-774 Reduced 12.52%	5,407 $452 Million
Q1 2023 May 10, 2023	SELL	$77.59 - $93.7 $30,648 - $37,011	-395 Reduced 6.01%	6,181 $513 Million
Q4 2022 Feb 15, 2023	BUY	$76.14 - $88.09 $500,696 - $579,279	6,576 New	6,576 $542 Million

1,825

241M

1.22M

1.53M

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