Joule Financial, LLC Vanguard Utilities ETF Transaction History

Joule Financial, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 11, 2024	SELL	$121.65 - $142.23 $158,388 - $185,183	-1,302 Reduced 20.2%	5,143 $704,000
Q3 2023 Oct 26, 2023	BUY	$127.23 - $148.54 $45,802 - $53,474	360 Added 5.92%	6,445 $821,000
Q2 2023 Jul 14, 2023	BUY	$140.07 - $152.05 $852,325 - $925,224	6,085 New	6,085 $865,000
Q4 2022 Jan 13, 2023	SELL	$143.55 - $158.16 $33,590 - $37,009	-234 Reduced 5.95%	3,701 $0
Q3 2022 Oct 19, 2022	BUY	N/A	86 Added 2.23%	3,935 $560,000

Q2 2022 Jul 19, 2022	BUY	N/A	3,849 New	3,849 $586,000

519

12M

51.1K

16.2K

Get notified when there are updates to the investment portfolio of Joule Financial, LLC, based on Form 13F filings with the SEC.

Stay updated on Joule Financial, LLC with notifications on news.