Mbl Wealth, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Mbl Wealth, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Jan 12, 2023	SELL	$48.11 - $51.14 $206,873 - $219,902	-4,300 Closed	0 $0
Q2 2022 Jan 12, 2023	SELL	$49.13 - $51.51 $4,913 - $5,151	-100 Reduced 2.27%	4,300 $215,000
Q1 2022 May 02, 2022	BUY	$51.44 - $54.88 $226,336 - $241,472	4,400 New	4,400 $227,000
Q3 2021 Oct 25, 2021	SELL	$54.77 - $55.59 $531,269 - $539,223	-9,700 Closed	0 $0
Q1 2021 May 27, 2021	SELL	$54.36 - $55.51 $43,488 - $44,408	-800 Reduced 7.62%	9,700 $530,000
Q4 2020 Feb 16, 2021	BUY	$54.06 - $55.19 $567,630 - $579,495	10,500 New	10,500 $579,000

1,179

510M

39.6K

85.7K

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