M Holdings Securities, Inc. Vanguard Large Cap ETF Transaction History

M Holdings Securities, Inc.

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 10, 2023	SELL	$162.98 - $185.93 $233,713 - $266,623	-1,434 Reduced 49.09%	1,487 $259,000
Q3 2022 Nov 16, 2022	BUY	$163.56 - $196.95 $211,810 - $255,050	1,295 Added 79.64%	2,921 $478,000
Q1 2022 May 24, 2022	BUY	$191.25 - $221.63 $310,972 - $360,370	1,626 New	1,626 $339,000
Q2 2021 Aug 19, 2021	SELL	$187.36 - $200.75 $304,647 - $326,419	-1,626 Closed	0 $0
Q1 2021 May 12, 2021	BUY	$173.39 - $186.2 $281,932 - $302,761	1,626 New	1,626 $301,000
Q2 2019 Aug 16, 2019	SELL	N/A	-3,600 Closed	0 $0
Q2 2018 Aug 17, 2018	SELL	N/A	-1,900 Reduced 34.55%	3,600 $449,000
Q1 2018 May 18, 2018	BUY	N/A	200 Added 3.77%	5,500 $667,000
Q2 2017 Aug 22, 2017	BUY	N/A	5,300	5,300 $588,000

1,181

102M

29.3K

132K

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