Marshall Financial Group LLC Vanguard Utilities ETF Transaction History

Marshall Financial Group LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 18, 2023	BUY	$139.89 - $156.95 $61,131 - $68,587	437 Added 20.12%	2,609 $384,000
Q4 2022 Feb 01, 2023	SELL	$143.55 - $158.16 $4,162 - $4,586	-29 Reduced 1.32%	2,172 $333,000
Q3 2022 Oct 12, 2022	SELL	N/A	-8 Reduced 0.36%	2,201 $313,000
Q2 2022 Jul 25, 2022	SELL	N/A	-64 Reduced 2.82%	2,209 $336,000
Q1 2022 May 10, 2022	SELL	N/A	-17 Reduced 0.74%	2,273 $368,000

Q4 2021 Jan 27, 2022	BUY	N/A	15 Added 0.66%	2,290 $358,000
Q3 2021 Oct 28, 2021	SELL	N/A	-197 Reduced 7.97%	2,275 $316,000
Q2 2021 Jul 14, 2021	BUY	N/A	58 Added 2.4%	2,472 $343,000
Q1 2021 Apr 20, 2021	BUY	N/A	314 Added 14.95%	2,414 $339,000
Q4 2020 Jan 29, 2021	BUY	N/A	2,100 New	2,100 $288,000

520

12M

51.1K

16.2K

Get notified when there are updates to the investment portfolio of Marshall Financial Group LLC, based on Form 13F filings with the SEC.

Stay updated on Marshall Financial Group LLC with notifications on news.