Plante Moran Financial Advisors, LLC Vanguard Sht Term Corp Bd ETF Transaction History

Plante Moran Financial Advisors, LLC

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 09, 2024	BUY	$76.87 - $77.64 $36,052 - $36,413	469 New	469 $36,000
Q3 2023 Nov 07, 2023	BUY	$74.99 - $75.99 $1,424 - $1,443	19 New	19 $1,000
Q4 2022 Feb 09, 2023	SELL	$73.35 - $75.8 $73 - $75	-1 Reduced 50.0%	1 $0
Q3 2022 Nov 02, 2022	BUY	$74.01 - $77.39 $148 - $154	2 New	2 $0
Q1 2021 May 13, 2021	SELL	$82.19 - $83.24 $237,118 - $240,147	-2,885 Closed	0 $0
Q3 2020 Nov 12, 2020	BUY	$82.55 - $83.1 $228,498 - $230,020	2,768 Added 2365.81%	2,885 $239,000
Q2 2020 Aug 10, 2020	BUY	$78.35 - $82.66 $9,166 - $9,671	117 New	117 $10,000
Q1 2020 May 07, 2020	SELL	$71.75 - $82.34 $510,357 - $585,684	-7,113 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$80.76 - $81.3 $494,735 - $498,043	6,126 Added 620.67%	7,113 $576,000
Q3 2019 Nov 13, 2019	BUY	$80.53 - $81.05 $79,483 - $79,996	987 New	987 $0
Q1 2019 May 13, 2019	SELL	N/A	-10 Closed	0 $0
Q4 2018 Jan 29, 2019	BUY	N/A	10 New	10 $1,000

1,375

314M

7.7K

5.1K

Get notified when there are updates to the investment portfolio of Plante Moran Financial Advisors, LLC, based on Form 13F filings with the SEC.

Stay updated on Plante Moran Financial Advisors, LLC with notifications on news.