Modera Wealth Management, LLC Vanguard Utilities ETF Transaction History

Modera Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 01, 2023	BUY	$127.23 - $148.54 $693,021 - $809,097	5,447 Added 323.46%	7,131 $909,000
Q2 2023 Aug 07, 2023	SELL	$140.07 - $152.05 $1,680 - $1,824	-12 Reduced 0.71%	1,684 $239,000
Q1 2023 May 05, 2023	SELL	$139.89 - $156.95 $163,391 - $183,317	-1,168 Reduced 40.78%	1,696 $250,000
Q4 2022 Feb 07, 2023	BUY	$143.55 - $158.16 $31,006 - $34,162	216 Added 8.16%	2,864 $439,000
Q2 2022 Jul 27, 2022	SELL	N/A	-313 Reduced 10.57%	2,648 $403,000

Q1 2022 May 03, 2022	BUY	N/A	1,656 Added 126.9%	2,961 $479,000
Q4 2021 Feb 04, 2022	BUY	N/A	1,305 New	1,305 $204,000

521

12M

51.1K

16.2K

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