Perfromance Wealth Partners, LLC Vanguard Specialized Funds Van Transaction History

Perfromance Wealth Partners, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 13, 2023	BUY	$78.4 - $83.98 $64,680 - $69,283	825 Added 0.71%	117,113 $9.79 Million
Q1 2023 Apr 20, 2023	BUY	$77.59 - $93.7 $1.55 Million - $1.87 Million	19,940 Added 20.7%	116,288 $9.66 Million
Q4 2022 Jan 19, 2023	BUY	$76.14 - $88.09 $442,677 - $512,155	5,814 Added 6.42%	96,348 $0
Q3 2022 Oct 17, 2022	BUY	$79.28 - $102.13 $6.86 Million - $8.84 Million	86,582 Added 2190.84%	90,534 $7.26 Million
Q2 2022 Jul 15, 2022	SELL	$87.04 - $112.5 $5,744 - $7,425	-66 Reduced 1.64%	3,952 $360,000
Q1 2022 Apr 21, 2022	SELL	$99.96 - $115.1 $8,396 - $9,668	-84 Reduced 2.05%	4,018 $435,000
Q4 2021 Feb 03, 2022	BUY	$102.53 - $116.01 $420,578 - $475,873	4,102 New	4,102 $476,000

1,825

241M

1.22M

1.53M

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