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

375

12.7M

4.3K

1.2K

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

Stay updated on Pfg Private Wealth Management, LLC with notifications on news.