Grassi Investment Management VANGUARD WELL FUND Transaction History

Grassi Investment Management

4,877

Previous 4,850 0.56%

$221,000

Previous $203,000 8.87%

0.02%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 21, 2025	BUY	N/A	27 Added 0.56%	4,877 $221,000
Q1 2025 Apr 10, 2025	BUY	N/A	28 Added 0.58%	4,850 $203,000
Q4 2024 Jan 13, 2025	BUY	N/A	401 Added 9.07%	4,822 $207,000
Q3 2024 Oct 22, 2024	BUY	N/A	4,421 New	4,421 $205,000
Q1 2021 Apr 12, 2021	SELL	N/A	-4,925 Closed	0 $0
Q4 2020 Jan 19, 2021	BUY	N/A	4,925 New	4,925 $218,000
Q2 2019 Jul 10, 2019	SELL	N/A	-5,838 Closed	0 $0
Q1 2019 Apr 10, 2019	BUY	N/A	5,838 New	5,838 $234,000

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