National Wealth Management Group, LLC Vanguard Star Fd Vanguard Tota Transaction History

National Wealth Management Group, LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 17, 2024	SELL	$55.74 - $60.35 $12,708 - $13,759	-228 Reduced 4.18%	5,221 $315 Million
Q4 2023 Feb 01, 2024	SELL	$51.06 - $57.96 $55,195 - $62,654	-1,081 Reduced 16.55%	5,449 $316 Million
Q3 2023 Nov 13, 2023	SELL	$53.3 - $58.26 $3,837 - $4,194	-72 Reduced 1.09%	6,530 $349 Million
Q2 2023 Aug 09, 2023	BUY	$54.28 - $57.76 $14,872 - $15,826	274 Added 4.33%	6,602 $372 Million
Q1 2023 May 15, 2023	BUY	$52.07 - $56.74 $329,498 - $359,050	6,328 New	6,328 $353 Million
Q4 2022 Nov 17, 2023	SELL	$45.45 - $53.83 $56,085 - $66,426	-1,234 Reduced 16.28%	6,347 $328 Million
Q3 2022 Nov 17, 2023	BUY	$45.75 - $54.53 $48,083 - $57,311	1,051 Added 16.09%	7,581 $347 Million
Q2 2022 Nov 17, 2023	SELL	$51.07 - $60.88 $103,008 - $122,794	-2,017 Reduced 19.86%	8,141 $420 Million
Q1 2022 Nov 17, 2023	SELL	$55.42 - $64.7 $39,403 - $46,001	-711 Reduced 6.54%	10,158 $607 Million
Q4 2021 Nov 17, 2023	BUY	$61.51 - $66.09 $266,891 - $286,764	4,339 Added 66.45%	10,869 $691 Million

1,256

301M

160K

71.7K

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