Roger Wittlin Investment Advisory, LLC Vanguard Financial ETF Transaction History

Roger Wittlin Investment Advisory, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 10, 2023	BUY	$74.7 - $88.6 $500,788 - $593,974	6,704 Added 937.62%	7,419 $613,000
Q3 2022 Oct 25, 2022	SELL	$74.44 - $88.21 $495,547 - $587,213	-6,657 Reduced 90.3%	715 $53,000
Q2 2022 Jul 25, 2022	BUY	$75.42 - $93.29 $1,357 - $1,679	18 Added 0.24%	7,372 $569,000
Q1 2022 May 16, 2022	SELL	$87.26 - $101.75 $814,223 - $949,429	-9,331 Reduced 55.92%	7,354 $686,000
Q4 2021 Feb 18, 2022	BUY	$92.72 - $100.95 $1.55 Million - $1.68 Million	16,685 New	16,685 $1.61 Million

685

52.2M

45K

10.5K

Get notified when there are updates to the investment portfolio of Roger Wittlin Investment Advisory, LLC, based on Form 13F filings with the SEC.

Stay updated on Roger Wittlin Investment Advisory, LLC with notifications on news.