Plante Moran Financial Advisors, LLC Vanguard Mortg Backed Sec ETF Transaction History

Plante Moran Financial Advisors, LLC

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	SELL	$44.15 - $45.75 $24,856 - $25,757	-563 Closed	0 $0
Q1 2024 May 09, 2024	SELL	$44.98 - $46.29 $11,020 - $11,341	-245 Reduced 30.32%	563 $25,000
Q4 2023 Feb 05, 2024	BUY	$42.3 - $46.59 $34,178 - $37,644	808 New	808 $37,000
Q4 2022 Feb 09, 2023	SELL	$43.58 - $46.9 $392 - $422	-9 Reduced 4.86%	176 $8,000
Q3 2022 Nov 02, 2022	BUY	$44.41 - $49.27 $8,215 - $9,114	185 New	185 $8,000
Q2 2022 Aug 02, 2022	BUY	$46.23 - $49.83 $0 - $0	0 New	0 $0
Q4 2020 Feb 09, 2021	SELL	$53.96 - $54.25 $4,370 - $4,394	-81 Closed	0 $0
Q3 2020 Nov 12, 2020	BUY	$54.16 - $54.5 $920 - $926	17 Added 26.56%	81 $4,000
Q2 2020 Aug 10, 2020	BUY	$54.11 - $54.66 $3,463 - $3,498	64 New	64 $3,000
Q4 2019 Feb 14, 2020	SELL	$53.04 - $53.35 $424 - $426	-8 Closed	0 $0
Q3 2019 Nov 13, 2019	BUY	$52.96 - $53.26 $105 - $106	2 Added 33.33%	8 $0
Q2 2019 Aug 13, 2019	BUY	N/A	6 New	6 $0

625

339M

900

80.3K

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