Gradient Investments LLC Vanguard Intermediate Term Cor Transaction History

Gradient Investments LLC

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 23, 2024	SELL	$79.39 - $81.28 $62,797 - $64,292	-791 Closed	0 $0
Q4 2023 Jan 18, 2024	BUY	$73.81 - $81.64 $21,035 - $23,267	285 Added 56.32%	791 $64,000
Q3 2023 Oct 27, 2023	SELL	$75.83 - $79.4 $20,549 - $21,517	-271 Reduced 34.88%	506 $38,000
Q2 2023 Jul 11, 2023	BUY	$78.33 - $80.78 $20,209 - $20,841	258 Added 49.71%	777 $61,000
Q1 2023 Apr 17, 2023	BUY	$77.23 - $81.35 $386 - $406	5 Added 0.97%	519 $41,000
Q4 2022 Jan 10, 2023	SELL	$73.66 - $79.75 $54,655 - $59,174	-742 Reduced 59.08%	514 $0
Q3 2022 Oct 14, 2022	BUY	$74.85 - $82.96 $29,416 - $32,603	393 Added 45.54%	1,256 $95,000
Q2 2022 Jul 11, 2022	SELL	$78.1 - $85.93 $5,232 - $5,757	-67 Reduced 7.2%	863 $69,000
Q1 2022 May 26, 2022	BUY	$85.05 - $92.24 $7,569 - $8,209	89 Added 10.58%	930 $80,000
Q4 2021 Jan 12, 2022	BUY	$92.55 - $94.67 $3,794 - $3,881	41 Added 5.13%	841 $78,000
Q1 2021 Apr 21, 2021	BUY	$92.62 - $97.02 $43,253 - $45,308	467 Added 140.24%	800 $74,000
Q3 2020 Oct 06, 2020	SELL	$95.12 - $97.1 $6,658 - $6,797	-70 Reduced 17.37%	333 $32,000
Q4 2019 Jan 15, 2020	SELL	$90.42 - $91.79 $16,727 - $16,981	-185 Reduced 31.46%	403 $37,000
Q2 2019 Jul 16, 2019	SELL	N/A	-342,918 Reduced 99.83%	588 $53,000
Q1 2019 Apr 11, 2019	BUY	N/A	343,103 Added 85137.22%	343,506 $29.8 Million
Q4 2018 Jan 18, 2019	BUY	N/A	103 Added 34.33%	403 $33,000
Q3 2018 Oct 11, 2018	BUY	N/A	108 Added 56.25%	300 $25,000
Q2 2018 Aug 09, 2018	BUY	N/A	192 New	192 $16,000
Q1 2018 Apr 11, 2018	SELL	N/A	-139 Closed	0 $0
Q4 2017 Feb 07, 2018	BUY	N/A	139	139 $12,000

1,171

485M

37.7K

125K

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