M Holdings Securities, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History

M Holdings Securities, Inc.

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 15, 2023	BUY	$49.32 - $51.02 $253,751 - $262,497	5,145 New	5,145 $261,000
Q2 2022 Aug 16, 2022	SELL	$49.13 - $51.51 $173,821 - $182,242	-3,538 Reduced 44.73%	4,372 $218,000
Q1 2022 May 24, 2022	BUY	$51.44 - $54.88 $406,890 - $434,100	7,910 New	7,910 $408,000
Q2 2020 Aug 21, 2020	SELL	$51.64 - $54.14 $517,536 - $542,591	-10,022 Closed	0 $0
Q1 2020 May 13, 2020	BUY	$45.81 - $55.19 $459,107 - $553,114	10,022 New	10,022 $530,000

1,175

508M

39.6K

85.7K

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