Pensionmark Financial Group, LLC Vanguard Small Cap Growth ETF Transaction History

Pensionmark Financial Group, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 14, 2024	SELL	$196.36 - $245.46 $195,574 - $244,478	-996 Reduced 21.39%	3,660 $884,000
Q3 2023 Nov 14, 2023	SELL	$210.59 - $239.48 $12.6 Million - $14.4 Million	-59,929 Reduced 92.79%	4,656 $997,000
Q2 2023 Aug 14, 2023	BUY	$209.12 - $229.74 $1.74 Million - $1.92 Million	8,338 Added 14.82%	64,585 $14.8 Million
Q1 2023 May 15, 2023	BUY	$198.77 - $233.54 $10.6 Million - $12.5 Million	53,445 Added 1907.39%	56,247 $12.2 Million
Q4 2022 Feb 14, 2023	SELL	$195.34 - $216.09 $11 Million - $12.2 Million	-56,354 Reduced 95.26%	2,802 $561,000

Q3 2022 Nov 14, 2022	SELL	N/A	-186 Reduced 0.31%	59,156 $11.5 Million
Q2 2022 Aug 09, 2022	BUY	N/A	59,342 New	59,342 $13.3 Million

1,068

39.7M

45.9K

17.7K

Get notified when there are updates to the investment portfolio of Pensionmark Financial Group, LLC, based on Form 13F filings with the SEC.

Stay updated on Pensionmark Financial Group, LLC with notifications on news.