Peak Financial Advisors LLC Vanguard Wellington Fd U S Val Transaction History

Peak Financial Advisors LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2021 Oct 12, 2021	SELL	$93.63 - $101.52 $782,934 - $848,910	-8,362 Closed	0 $0
Q2 2021 Jul 26, 2021	BUY	$94.91 - $103.91 $11,389 - $12,469	120 Added 1.46%	8,362 $834,000
Q1 2021 May 11, 2021	SELL	$77.27 - $97.16 $125,177 - $157,399	-1,620 Reduced 16.43%	8,242 $779,000
Q4 2020 Feb 02, 2021	BUY	$61.88 - $78.21 $610,260 - $771,307	9,862 New	9,862 $770,000

2.31M

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