Personal Wealth Partners Vanguard Specialized Funds Van Transaction History

Personal Wealth Partners

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 09, 2022	SELL	N/A	-3,355 Closed	0 $0
Q1 2022 Apr 25, 2022	BUY	N/A	4 Added 0.12%	3,355 $364,000
Q4 2021 Feb 14, 2022	BUY	N/A	7 Added 0.21%	3,351 $389,000
Q3 2021 Oct 20, 2021	BUY	N/A	1,039 Added 45.08%	3,344 $340,000
Q2 2021 Jul 23, 2021	BUY	N/A	2,305 New	2,305 $235,000

Q2 2020 Aug 06, 2020	SELL	N/A	-4,040 Closed	0 $0
Q4 2019 Jan 28, 2020	SELL	N/A	-158 Reduced 3.76%	4,040 $375,000
Q2 2019 Jul 30, 2019	SELL	N/A	-605 Reduced 12.6%	4,198 $367,000
Q4 2018 Feb 05, 2019	BUY	N/A	4,803 New	4,803 $358,000

1,752

246M

2.87M

2.64M

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