Horizon Family Wealth, Inc. Vanguard S&P Mid Cap 400 ETF Transaction History

Horizon Family Wealth, Inc.

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 11, 2023	BUY	$81.37 - $88.56 $368,524 - $401,088	4,529 Added 47.65%	14,033 $1.24 Million
Q1 2023 May 05, 2023	BUY	$80.26 - $183.76 $384,525 - $880,394	4,791 Added 101.65%	9,504 $804,000
Q4 2022 Feb 06, 2023	BUY	$75.71 - $174.3 $29,905 - $68,848	395 Added 9.15%	4,713 $770,000
Q3 2022 Oct 28, 2022	SELL	$74.3 - $89.13 $96,292 - $115,512	-1,296 Reduced 23.09%	4,318 $642,000
Q2 2022 Aug 05, 2022	BUY	$74.48 - $91.47 $6,926 - $8,506	93 Added 1.68%	5,614 $860,000
Q1 2022 May 06, 2022	BUY	$85.0 - $96.56 $74,460 - $84,586	876 Added 18.86%	5,521 $1 Million
Q4 2021 Feb 11, 2022	BUY	$89.97 - $98.34 $417,910 - $456,789	4,645 New	4,645 $890,000

271

10.4M

3.5K

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