Monterey Private Wealth, Inc. Vanguard Sht Trm Inflt Prot Fd Transaction History

Monterey Private Wealth, Inc.

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 06, 2023	SELL	$46.62 - $47.83 $15,757 - $16,166	-338 Reduced 4.7%	6,848 $327,000
Q4 2022 Jan 20, 2023	BUY	$46.71 - $48.22 $7,053 - $7,281	151 Added 2.15%	7,186 $0
Q3 2022 Oct 11, 2022	BUY	$48.11 - $50.34 $23,140 - $24,213	481 Added 7.34%	7,035 $340,000
Q2 2022 Jul 13, 2022	BUY	$50.05 - $51.06 $84,684 - $86,393	1,692 Added 34.8%	6,554 $328,000
Q1 2022 Apr 08, 2022	BUY	$50.6 - $52.11 $246,017 - $253,358	4,862 New	4,862 $250,000

758

140M

14.1K

7.6K

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