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

2,092

173M

57K

93.7K

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