Monterey Private Wealth, Inc. Vanguard Growth ETF Transaction History

Monterey Private Wealth, Inc.

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 10, 2023	SELL	$269.56 - $293.5 $53,642 - $58,406	-199 Reduced 19.92%	800 $217,000
Q2 2023 Jul 11, 2023	SELL	$243.06 - $282.96 $27,951 - $32,540	-115 Reduced 10.32%	999 $282,000
Q1 2023 Apr 06, 2023	SELL	$209.25 - $249.44 $8,160 - $9,728	-39 Reduced 3.38%	1,114 $277,000
Q4 2022 Jan 20, 2023	BUY	$208.44 - $233.81 $240,331 - $269,582	1,153 New	1,153 $0

2,374

241M

240K

155K

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