Highland Private Wealth Management Vanguard Specialized Funds Van Transaction History

Highland Private Wealth Management

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Oct 17, 2022	BUY	$79.28 - $102.13 $190,272 - $245,112	2,400 Added 7.91%	32,728 $2.62 Million
Q2 2022 Jul 14, 2022	BUY	$87.04 - $112.5 $97,571 - $126,112	1,121 Added 3.84%	30,328 $2.76 Million
Q1 2022 Apr 28, 2022	BUY	$99.96 - $115.1 $167,333 - $192,677	1,674 Added 6.08%	29,207 $3.17 Million
Q4 2021 Jan 24, 2022	BUY	$102.53 - $116.01 $102 - $116	1 Added 0.0%	27,533 $3.19 Million
Q3 2021 Oct 21, 2021	BUY	$101.78 - $110.92 $1,323 - $1,441	13 Added 0.05%	27,532 $2.8 Million
Q2 2021 Aug 03, 2021	BUY	$93.53 - $105.5 $21,044 - $23,737	225 Added 0.82%	27,519 $2.8 Million
Q1 2021 Apr 12, 2021	SELL	$81.97 - $92.98 $75,740 - $85,913	-924 Reduced 3.27%	27,294 $2.51 Million
Q4 2020 Feb 08, 2021	BUY	$76.08 - $86.67 $884,962 - $1.01 Million	11,632 Added 70.13%	28,218 $2.4 Million
Q3 2020 Oct 08, 2020	BUY	$76.31 - $83.64 $477,853 - $523,753	6,262 Added 60.65%	16,586 $1.31 Million
Q2 2020 Jul 21, 2020	BUY	$64.53 - $86.79 $8,195 - $11,022	127 Added 1.25%	10,324 $811,000
Q1 2020 Apr 22, 2020	BUY	$56.91 - $99.57 $580,311 - $1.02 Million	10,197 New	10,197 $712,000

1,825

242M

1.22M

1.53M

Get notified when there are updates to the investment portfolio of Highland Private Wealth Management, based on Form 13F filings with the SEC.

Stay updated on Highland Private Wealth Management with notifications on news.