Gradient Investments LLC Vanguard World Fd Esg U.S. Sto Transaction History

Gradient Investments LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 27, 2023	SELL	$74.65 - $81.1 $8,734 - $9,488	-117 Reduced 98.32%	2 $0
Q1 2023 Apr 17, 2023	SELL	$65.27 - $73.55 $7,179 - $8,090	-110 Reduced 48.03%	119 $8,000
Q3 2022 Oct 14, 2022	SELL	$62.91 - $76.54 $5,410 - $6,582	-86 Reduced 27.3%	229 $14,000
Q2 2022 Jul 11, 2022	BUY	$63.97 - $82.17 $5,181 - $6,655	81 Added 34.62%	315 $21,000
Q1 2022 May 26, 2022	BUY	$74.15 - $88.3 $741 - $883	10 Added 4.46%	234 $19,000
Q4 2021 Jan 12, 2022	BUY	$79.7 - $88.45 $7,013 - $7,783	88 Added 64.71%	224 $20,000
Q3 2021 Oct 18, 2021	BUY	$79.36 - $84.88 $10,792 - $11,543	136 New	136 $11,000

545

27.3M

700

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