Live Oak Private Wealth LLC Vanguard Value ETF Transaction History

Live Oak Private Wealth LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Feb 08, 2022	SELL	$136.43 - $147.24 $30,287 - $32,687	-222 Reduced 4.58%	4,620 $680,000
Q2 2021 Aug 02, 2021	BUY	$132.12 - $141.17 $26,424 - $28,233	200 Added 4.31%	4,842 $666,000
Q1 2021 May 11, 2021	SELL	$117.44 - $132.31 $3,992 - $4,498	-34 Reduced 0.73%	4,642 $610,000
Q4 2020 Jan 26, 2021	BUY	$101.75 - $119.15 $74,786 - $87,575	735 Added 18.65%	4,676 $556,000
Q2 2020 Aug 03, 2020	BUY	$85.23 - $110.16 $335,891 - $434,140	3,941 New	3,941 $392,000

2,291

535M

248K

266K

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