Sea Crest Wealth Management, LLC Vanguard Wellington Fd Transaction History

Sea Crest Wealth Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 12, 2023	BUY	$96.17 - $101.92 $1,923 - $2,038	20 Added 0.46%	4,329 $416,000
Q2 2023 Jul 14, 2023	SELL	$96.61 - $100.48 $19,322 - $20,096	-200 Reduced 4.44%	4,309 $429,000
Q1 2023 May 11, 2023	BUY	$94.88 - $101.05 $43,170 - $45,977	455 Added 11.22%	4,509 $443,000
Q4 2022 Feb 14, 2023	BUY	$89.6 - $102.86 $3,852 - $4,422	43 Added 1.07%	4,054 $398,000
Q3 2022 Nov 14, 2022	BUY	$89.16 - $103.52 $357,620 - $415,218	4,011 New	4,011 $358,000

627K

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