Rockbridge Investment Management, Lcc Vanguard Bd Index Fd Inc Inter Transaction History

Rockbridge Investment Management, Lcc

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 14, 2024	SELL	$70.49 - $76.74 $76,199 - $82,955	-1,081 Reduced 45.53%	1,293 $98.7 Million
Q3 2022 May 28, 2024	SELL	$72.72 - $79.93 $25,742 - $28,295	-354 Closed	0 $0
Q2 2022 May 28, 2024	SELL	$75.37 - $81.44 $141,394 - $152,781	-1,876 Reduced 84.13%	354 $0
Q1 2022 May 28, 2024	BUY	$81.03 - $87.06 $180,696 - $194,143	2,230 New	2,230 $0
Q4 2021 Feb 14, 2022	BUY	$87.51 - $89.66 $7,088 - $7,262	81 Added 3.53%	2,374 $208,000
Q3 2021 Nov 12, 2021	SELL	$89.41 - $91.32 $2,235 - $2,283	-25 Reduced 1.08%	2,293 $0
Q1 2021 May 20, 2021	SELL	$88.61 - $92.83 $3,810 - $3,991	-43 Reduced 1.82%	2,318 $206,000
Q4 2020 Mar 04, 2021	SELL	$92.55 - $93.62 $185 - $187	-2 Reduced 0.08%	2,361 $219,000
Q2 2020 Aug 20, 2020	BUY	$88.97 - $93.19 $210,236 - $220,207	2,363 New	2,363 $220,000

867

149M

5.9K

13.2K

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