Pfg Private Wealth Management, LLC Vanguard S&P 500 Value ETF Transaction History

Pfg Private Wealth Management, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 22, 2024	SELL	$142.76 - $168.38 $125,486 - $148,006	-879 Reduced 73.43%	318 $53,000
Q3 2023 Oct 24, 2023	BUY	$148.69 - $161.15 $4,460 - $4,834	30 Added 2.57%	1,197 $177,000
Q2 2023 Jul 17, 2023	BUY	$144.66 - $155.93 $7,522 - $8,108	52 Added 4.66%	1,167 $181,000
Q1 2023 May 01, 2023	SELL	$139.24 - $154.09 $34,949 - $38,676	-251 Reduced 18.37%	1,115 $163,000
Q4 2022 Jan 18, 2023	SELL	$125.37 - $146.73 $250 - $293	-2 Reduced 0.15%	1,366 $191,000
Q3 2022 Nov 04, 2022	BUY	$124.14 - $145.84 $95,960 - $112,734	773 Added 129.92%	1,368 $170,000
Q2 2022 Jul 19, 2022	BUY	$129.51 - $153.39 $53,228 - $63,043	411 Added 223.37%	595 $79,000
Q1 2022 Apr 25, 2022	BUY	$142.52 - $153.78 $26,223 - $28,295	184 New	184 $28,000

360

12.3M

4.3K

1.2K

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