Rockbridge Investment Management, Lcc Vanguard Utilities ETF Transaction History

Rockbridge Investment Management, Lcc

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 14, 2024	SELL	$121.65 - $142.23 $154,252 - $180,347	-1,268 Reduced 98.6%	18 $2.47 Million
Q3 2022 May 28, 2024	SELL	N/A	-21 Closed	0 $0
Q2 2022 May 28, 2024	SELL	N/A	-1,265 Reduced 98.37%	21 $0
Q1 2022 May 28, 2024	BUY	N/A	1,286 New	1,286 $0
Q3 2021 Nov 12, 2021	BUY	N/A	14 Added 1.1%	1,286 $0

Q2 2021 Aug 05, 2021	SELL	N/A	-41 Reduced 3.12%	1,272 $177,000
Q1 2021 May 20, 2021	BUY	N/A	77 Added 6.23%	1,313 $184,000
Q3 2020 Nov 03, 2020	SELL	N/A	-12 Reduced 0.96%	1,236 $160,000
Q2 2020 Aug 20, 2020	BUY	N/A	1,248 New	1,248 $154,000

520

12M

51.1K

16.2K

Get notified when there are updates to the investment portfolio of Rockbridge Investment Management, Lcc, based on Form 13F filings with the SEC.

Stay updated on Rockbridge Investment Management, Lcc with notifications on news.