One Capital Management, LLC Vanguard Intermediate Term Tre Transaction History

One Capital Management, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 07, 2024	BUY	$56.15 - $59.51 $234,089 - $248,097	4,169 Added 3.57%	120,928 $7.17 Million
Q3 2023 Nov 09, 2023	SELL	$56.93 - $59.05 $1.73 Million - $1.8 Million	-30,466 Reduced 20.69%	116,759 $6.67 Million
Q2 2023 Aug 14, 2023	BUY	$58.61 - $60.65 $229,223 - $237,202	3,911 Added 2.73%	147,225 $8.64 Million
Q1 2023 May 10, 2023	BUY	$57.72 - $60.39 $8.27 Million - $8.65 Million	143,314 New	143,314 $8.59 Million

767

387M

26.7K

12K

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