Rockbridge Investment Management, Lcc Vanguard Financial ETF Transaction History

Rockbridge Investment Management, Lcc

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 14, 2024	SELL	$75.97 - $92.67 $35,781 - $43,647	-471 Reduced 66.71%	235 $21.7 Million
Q3 2022 May 28, 2024	SELL	$74.44 - $88.21 $27,915 - $33,078	-375 Closed	0 $0
Q2 2022 May 28, 2024	SELL	$75.42 - $93.29 $24,964 - $30,878	-331 Reduced 46.88%	375 $0
Q1 2022 May 28, 2024	BUY	$87.26 - $101.75 $61,605 - $71,835	706 New	706 $0
Q4 2021 Feb 14, 2022	BUY	$92.72 - $100.95 $9,550 - $10,397	103 Added 17.08%	706 $68,000
Q2 2021 Aug 05, 2021	BUY	$85.53 - $94.49 $16,934 - $18,709	198 Added 48.89%	603 $55,000
Q4 2020 Mar 04, 2021	BUY	$58.32 - $72.85 $23,619 - $29,504	405 New	405 $30,000

688

52.3M

45K

10.5K

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