Rockbridge Investment Management, Lcc Vanguard Total World Stk Index Transaction History

Rockbridge Investment Management, Lcc

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 14, 2024	SELL	$88.97 - $103.1 $188,260 - $218,159	-2,116 Reduced 93.09%	157 $16.2 Million
Q3 2022 May 28, 2024	SELL	$78.88 - $94.48 $6,704 - $8,030	-85 Closed	0 $0
Q2 2022 May 28, 2024	SELL	$83.88 - $102.77 $192,336 - $235,651	-2,293 Reduced 96.43%	85 $0
Q1 2022 May 28, 2024	BUY	$93.8 - $108.09 $223,056 - $257,038	2,378 New	2,378 $0
Q4 2021 Feb 14, 2022	SELL	$101.45 - $109.23 $1,724 - $1,856	-17 Reduced 0.74%	2,273 $244,000
Q2 2021 Aug 05, 2021	BUY	$98.57 - $104.51 $6,407 - $6,793	65 Added 2.92%	2,290 $237,000
Q2 2020 Aug 20, 2020	BUY	$60.03 - $78.43 $133,566 - $174,506	2,225 New	2,225 $166,000

1,001

88.9M

149K

44.9K

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