Liberty Wealth Management LLC Vanguard S&P 500 Growth ETF Transaction History

Liberty Wealth Management LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	BUY	$333.37 - $384.99 $24 Million - $27.7 Million	71,975 Added 11073.08%	72,625 $24.3 Million
Q4 2024 Feb 07, 2025	SELL	$340.59 - $380.5 $14,304 - $15,981	-42 Reduced 6.07%	650 $237,000
Q3 2024 Nov 01, 2024	SELL	$305.34 - $350.41 $134 Million - $153 Million	-437,871 Reduced 99.84%	692 $238,000
Q2 2024 Aug 06, 2024	BUY	$286.24 - $337.0 $125 Million - $148 Million	437,753 Added 54043.58%	438,563 $464,000
Q1 2024 May 02, 2024	BUY	$262.92 - $306.83 $212,965 - $248,532	810 New	810 $247,000

637

13.8M

18.6K

11.3K

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