Rkl Wealth Management LLC Vanguard Specialized Funds Van Transaction History

Rkl Wealth Management LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 07, 2023	SELL	$78.4 - $83.98 $60,760 - $65,084	-775 Reduced 19.68%	3,163 $264,000
Q1 2023 May 01, 2023	SELL	$77.59 - $93.7 $18,544 - $22,394	-239 Reduced 5.72%	3,938 $327,000
Q4 2022 Feb 06, 2023	SELL	$76.14 - $88.09 $87,941 - $101,743	-1,155 Reduced 21.66%	4,177 $344,000
Q3 2022 Nov 10, 2022	SELL	$79.28 - $102.13 $4,677 - $6,025	-59 Reduced 1.09%	5,332 $427,000
Q2 2022 Aug 01, 2022	BUY	$87.04 - $112.5 $172,165 - $222,525	1,978 Added 57.95%	5,391 $491,000
Q1 2022 May 10, 2022	BUY	$99.96 - $115.1 $341,163 - $392,836	3,413 New	3,413 $370,000

1,825

242M

1.22M

1.53M

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