Rockbridge Investment Management, Lcc Vanguard Whitehall Fds Intl Hi Transaction History

Rockbridge Investment Management, Lcc

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 14, 2024	SELL	$59.33 - $66.5 $32,690 - $36,641	-551 Reduced 78.27%	153 $10.2 Million
Q3 2022 May 28, 2024	SELL	$52.04 - $61.21 $42,308 - $49,763	-813 Closed	0 $0
Q2 2022 May 28, 2024	BUY	$58.27 - $68.4 $40,089 - $47,059	688 Added 550.4%	813 $0
Q1 2022 May 28, 2024	BUY	$62.99 - $70.99 $7,873 - $8,873	125 New	125 $0
Q4 2021 Feb 14, 2022	BUY	$64.49 - $68.81 $45,400 - $48,442	704 New	704 $47,000
Q2 2021 Aug 05, 2021	SELL	$65.89 - $71.1 $2,701 - $2,915	-41 Closed	0 $0
Q1 2021 May 20, 2021	BUY	$61.08 - $66.71 $2,504 - $2,735	41 New	41 $3,000

554

49.1M

4.3K

89.8K

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.