Live Oak Private Wealth LLC Vanguard Sht Trm Inflt Prot Fd Transaction History

Live Oak Private Wealth LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 10, 2023	SELL	$46.71 - $48.22 $191,604 - $197,798	-4,102 Reduced 40.33%	6,068 $283,000
Q3 2022 Oct 25, 2022	SELL	$48.11 - $50.34 $161,553 - $169,041	-3,358 Reduced 24.82%	10,170 $489,000
Q2 2022 Jul 27, 2022	BUY	$50.05 - $51.06 $57,057 - $58,208	1,140 Added 9.2%	13,528 $678,000
Q2 2021 Aug 02, 2021	BUY	$51.54 - $52.44 $51,540 - $52,440	1,000 Added 8.78%	12,388 $649,000
Q1 2021 May 11, 2021	BUY	$51.11 - $51.73 $29,848 - $30,210	584 Added 5.41%	11,388 $587,000
Q4 2020 Jan 26, 2021	BUY	$50.63 - $51.32 $151 - $153	3 Added 0.03%	10,804 $552,000
Q2 2020 Aug 03, 2020	BUY	$48.74 - $50.23 $526,440 - $542,534	10,801 New	10,801 $542,000

758

140M

14.1K

7.6K

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