Intergy Private Wealth, LLC Vanguard World Fd Esg U.S. Sto Transaction History

Intergy Private Wealth, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 11, 2023	SELL	$70.39 - $78.35 $14,148 - $15,748	-201 Reduced 3.52%	5,508 $431,000
Q1 2023 May 03, 2023	BUY	$65.27 - $73.55 $1,174 - $1,323	18 Added 0.32%	5,709 $409,000
Q4 2022 Jan 18, 2023	SELL	$62.41 - $70.74 $14,728 - $16,694	-236 Reduced 3.98%	5,691 $0
Q3 2022 Oct 18, 2022	SELL	$62.91 - $76.54 $1,006 - $1,224	-16 Reduced 0.27%	5,927 $373,000
Q2 2022 Jul 13, 2022	BUY	$63.97 - $82.17 $65,057 - $83,566	1,017 Added 20.65%	5,943 $395,000
Q1 2022 Apr 25, 2022	BUY	$74.15 - $88.3 $171,657 - $204,414	2,315 Added 88.66%	4,926 $399,000
Q4 2021 Feb 17, 2022	BUY	$79.7 - $88.45 $208,096 - $230,942	2,611 New	2,611 $229,000

545

27.3M

700

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