Morris Retirement Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Morris Retirement Advisors, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 12, 2024	BUY	$47.36 - $51.14 $94,435 - $101,973	1,994 Added 13.24%	17,060 $870,000
Q3 2023 Nov 08, 2023	BUY	$48.03 - $50.5 $200,333 - $210,635	4,171 Added 38.28%	15,066 $724,000
Q2 2023 Jul 17, 2023	BUY	$49.5 - $51.06 $251,064 - $258,976	5,072 Added 87.1%	10,895 $547,000
Q1 2023 Apr 13, 2023	BUY	$49.32 - $51.02 $287,190 - $297,089	5,823 New	5,823 $294,000

1,175

508M

39.6K

85.7K

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