Ml & R Wealth Management LLC Vanguard Bd Index Fd Inc Total Transaction History

Ml & R Wealth Management LLC

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 05, 2023	BUY	$71.33 - $74.57 $170,835 - $178,595	2,395 Added 15.3%	18,049 $1.33 Million
Q4 2022 Feb 06, 2023	SELL	$69.38 - $73.88 $869,608 - $926,011	-12,534 Reduced 44.47%	15,654 $1.12 Million
Q3 2022 Oct 26, 2022	BUY	$70.77 - $77.08 $1.99 Million - $2.17 Million	28,188 New	28,188 $2.01 Million

1,565

949M

379K

101K

Get notified when there are updates to the investment portfolio of Ml & R Wealth Management LLC, based on Form 13F filings with the SEC.

Stay updated on Ml & R Wealth Management LLC with notifications on news.