Selective Wealth Management, Inc. Vanguard S&P Mid Cap 400 ETF Transaction History

Selective Wealth Management, Inc.

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Oct 21, 2022	SELL	$74.3 - $89.13 $12,036 - $14,439	-162 Reduced 36.49%	282 $42,000
Q2 2022 Jul 28, 2022	SELL	$74.48 - $91.47 $20,556 - $25,245	-276 Reduced 38.33%	444 $68,000
Q4 2021 Jan 18, 2022	BUY	$89.97 - $98.34 $8,727 - $9,538	97 Added 15.57%	720 $138,000
Q3 2021 Oct 27, 2021	BUY	$86.83 - $93.77 $16,063 - $17,347	185 Added 42.24%	623 $111,000
Q2 2021 Aug 04, 2021	BUY	$88.32 - $93.52 $38,684 - $40,961	438 New	438 $0

271

10.4M

3.5K

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