Perfromance Wealth Partners, LLC Vanguard Mid Cap ETF Transaction History

Perfromance Wealth Partners, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 22, 2024	BUY	$195.66 - $233.95 $148,897 - $178,035	761 Added 3.13%	25,060 $5.83 Million
Q3 2023 Oct 30, 2023	BUY	$206.6 - $228.23 $847,266 - $935,971	4,101 Added 20.3%	24,299 $5.06 Million
Q2 2023 Jul 13, 2023	BUY	$203.43 - $220.16 $967,106 - $1.05 Million	4,754 Added 30.78%	20,198 $4.45 Million
Q1 2023 Apr 20, 2023	BUY	$200.2 - $225.98 $2.2 Million - $2.48 Million	10,992 Added 246.9%	15,444 $3.26 Million
Q4 2022 Jan 19, 2023	BUY	$186.57 - $217.26 $830,609 - $967,241	4,452 New	4,452 $0
Q1 2022 Apr 21, 2022	SELL	$219.86 - $253.39 $197,874 - $228,051	-900 Closed	0 $0
Q4 2021 Feb 03, 2022	BUY	$236.98 - $261.2 $213,282 - $235,080	900 New	900 $229,000

2,051

172M

62.2K

110K

Get notified when there are updates to the investment portfolio of Perfromance Wealth Partners, LLC, based on Form 13F filings with the SEC.

Stay updated on Perfromance Wealth Partners, LLC with notifications on news.