Kovitz Investment Group Partners, LLC Vanguard Sht Trm Inflt Prot Fd Transaction History

Kovitz Investment Group Partners, LLC

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 11, 2023	BUY	$46.62 - $47.83 $32,634 - $33,481	700 Added 12.73%	6,200 $296,000
Q4 2022 Jan 19, 2023	SELL	$46.71 - $48.22 $46,756 - $48,268	-1,001 Reduced 15.4%	5,500 $257,000
Q3 2022 Nov 09, 2022	SELL	$48.11 - $50.34 $8,948 - $9,363	-186 Reduced 2.78%	6,501 $313,000
Q2 2022 Aug 02, 2022	BUY	$50.05 - $51.06 $450 - $459	9 Added 0.13%	6,687 $335,000
Q1 2022 Apr 22, 2022	SELL	$50.6 - $52.11 $803,123 - $827,089	-15,872 Reduced 70.39%	6,678 $342,000
Q4 2021 Feb 04, 2022	BUY	$51.18 - $52.61 $779,727 - $801,513	15,235 Added 208.27%	22,550 $1.15 Million
Q3 2021 Oct 28, 2021	SELL	$51.92 - $52.8 $41,536 - $42,240	-800 Reduced 9.86%	7,315 $385,000
Q2 2021 Aug 04, 2021	SELL	$51.54 - $52.44 $823,351 - $837,729	-15,975 Reduced 66.31%	8,115 $425,000
Q1 2021 May 06, 2021	BUY	$51.11 - $51.73 $78,709 - $79,664	1,540 Added 6.83%	24,090 $1.24 Million
Q4 2020 Feb 12, 2021	SELL	$50.63 - $51.32 $12,860 - $13,035	-254 Reduced 1.11%	22,550 $1.15 Million
Q3 2020 Nov 10, 2020	BUY	$50.18 - $51.11 $823,152 - $838,408	16,404 Added 256.31%	22,804 $1.16 Million
Q2 2020 Aug 12, 2020	BUY	$48.74 - $50.23 $311,936 - $321,472	6,400 New	6,400 $321,000

752

138M

21.1K

1.9K

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