Laidlaw Wealth Management LLC Vanguard Utilities ETF Transaction History

Laidlaw Wealth Management LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 11, 2023	SELL	$140.07 - $152.05 $9,664 - $10,491	-69 Reduced 1.19%	5,716 $812,000
Q1 2023 May 12, 2023	SELL	$139.89 - $156.95 $40,987 - $45,986	-293 Reduced 4.82%	5,785 $853,000
Q4 2022 Feb 14, 2023	BUY	$134.2 - $158.16 $615,575 - $725,479	4,587 Added 307.65%	6,078 $932,000
Q3 2022 Nov 14, 2022	BUY	$142.26 - $169.41 $10,811 - $12,875	76 Added 5.37%	1,491 $212,000
Q2 2022 Aug 12, 2022	BUY	$141.44 - $166.95 $200,137 - $236,234	1,415 New	1,415 $216,000

595

12.3M

39.2K

20.4K

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

Stay updated on Laidlaw Wealth Management LLC with notifications on news.