Selective Wealth Management, Inc. Vanguard Russell 1000 ETF Transaction History

Selective Wealth Management, Inc.

$239 Million
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 21, 2022	BUY	$163.38 - $196.39 $163 - $196	1 Added 0.17%	586 $96,000
Q1 2022 Apr 20, 2022	BUY	$190.71 - $219.98 $190 - $219	1 Added 0.17%	585 $121,000
Q4 2021 Jan 18, 2022	BUY	$199.65 - $219.99 $598 - $659	3 Added 0.52%	584 $128,000
Q3 2021 Oct 27, 2021	BUY	$197.94 - $211.28 $197 - $211	1 Added 0.17%	581 $116,000
Q2 2021 Aug 04, 2021	SELL	$187.46 - $200.73 $223,452 - $239,270	-1,192 Reduced 67.27%	580 $0
Q4 2020 Jan 22, 2021	BUY	$151.33 - $175.21 $453 - $525	3 Added 0.17%	1,772 $311,000
Q3 2020 Oct 21, 2020	BUY	$142.75 - $165.06 $713 - $825	5 Added 0.28%	1,769 $274,000
Q2 2020 Jul 15, 2020	BUY	$111.93 - $148.6 $335 - $445	3 Added 0.17%	1,764 $250,000
Q4 2019 Jan 10, 2020	SELL	$132.02 - $148.02 $36,569 - $41,001	-277 Reduced 13.59%	1,761 $260,000
Q3 2019 Oct 29, 2019	BUY	$135.26 - $138.23 $16,772 - $17,140	124 Added 6.48%	2,038 $277,000
Q2 2019 Jul 16, 2019	BUY	N/A	1,914 New	1,914 $258,000

Others Institutions Holding VONE

# of Institutions

305

Shares Held

9.79M

Call Options Held

0

Put Options Held

0

About VANGUARD RUSSELL 1000 ETF

Ticker VONE
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