Mc Clarren Financial Advisors, Inc. Vanguard Total World Stk Index Transaction History

Mc Clarren Financial Advisors, Inc.

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 26, 2024	SELL	$104.94 - $113.51 $13,747 - $14,869	-131 Reduced 27.99%	337 $46,000
Q1 2024 Jul 26, 2024	BUY	$100.68 - $110.5 $47,118 - $51,714	468 New	468 $52,000
Q4 2023 Feb 02, 2024	BUY	$88.97 - $103.1 $355 - $412	4 Added 0.87%	466 $48,000
Q3 2023 Nov 03, 2023	SELL	$92.79 - $100.59 $32,847 - $35,608	-354 Reduced 43.38%	462 $43,000
Q2 2023 Aug 04, 2023	BUY	$91.33 - $98.06 $639 - $686	7 Added 0.87%	816 $79,000
Q1 2023 May 05, 2023	BUY	$86.24 - $94.55 $86 - $94	1 Added 0.12%	809 $73,000
Q4 2022 Jan 30, 2023	BUY	$78.67 - $91.07 $472 - $546	6 Added 0.75%	808 $69,000
Q3 2022 Oct 31, 2022	BUY	$78.88 - $94.48 $63,261 - $75,772	802 New	802 $63,000
Q2 2022 Aug 11, 2022	SELL	$83.88 - $102.77 $66,516 - $81,496	-793 Closed	0 $0
Q4 2021 Jan 19, 2022	BUY	$101.45 - $109.23 $811 - $873	8 Added 1.02%	793 $85,000
Q3 2021 Oct 15, 2021	BUY	$101.52 - $107.65 $406 - $430	4 Added 0.51%	785 $79,000
Q2 2021 Jul 23, 2021	SELL	$98.57 - $104.51 $80,925 - $85,802	-821 Reduced 51.25%	781 $80,000
Q1 2021 Apr 21, 2021	BUY	$92.05 - $98.71 $460 - $493	5 Added 0.31%	1,602 $156,000
Q4 2020 Jan 29, 2021	BUY	$78.99 - $92.58 $126,147 - $147,850	1,597 New	1,597 $147,000

1,002

88.9M

149K

44.9K

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