Kwb Wealth Vanguard S&P Small Cap 600 Val Transaction History

Kwb Wealth

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 10, 2022	SELL	$74.83 - $89.39 $74,081 - $88,496	-990 Reduced 37.22%	1,670 $257,000
Q4 2021 Feb 02, 2022	SELL	$85.88 - $95.79 $104,430 - $116,480	-1,216 Reduced 31.37%	2,660 $480,000
Q3 2021 Nov 12, 2021	SELL	$83.18 - $91.93 $120,943 - $133,666	-1,454 Reduced 27.28%	3,876 $674,000
Q1 2021 May 10, 2021	SELL	$69.33 - $93.17 $40,627 - $54,597	-586 Reduced 9.91%	5,330 $928,000
Q4 2020 Feb 10, 2021	BUY	$53.87 - $70.39 $318,694 - $416,427	5,916 New	5,916 $831,000

172

6.5M

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