Selective Wealth Management, Inc. Vanguard Utilities ETF Transaction History

Selective Wealth Management, Inc.

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 28, 2022	BUY	$141.44 - $166.95 $848 - $1,001	6 Added 0.74%	818 $125,000
Q1 2022 Apr 20, 2022	BUY	$141.64 - $162.04 $708 - $810	5 Added 0.62%	812 $131,000
Q4 2021 Jan 18, 2022	BUY	$139.21 - $156.4 $1,670 - $1,876	12 Added 1.51%	807 $126,000
Q2 2021 Aug 04, 2021	SELL	$138.76 - $148.08 $52,173 - $55,678	-376 Reduced 32.11%	795 $0
Q1 2021 Apr 09, 2021	SELL	$128.27 - $140.64 $111,338 - $122,075	-868 Reduced 42.57%	1,171 $165,000
Q4 2020 Jan 22, 2021	BUY	$130.28 - $145.52 $1,823 - $2,037	14 Added 0.69%	2,039 $280,000
Q3 2020 Oct 21, 2020	BUY	$124.0 - $134.49 $1,240 - $1,344	10 Added 0.5%	2,025 $261,000
Q2 2020 Jul 15, 2020	BUY	$113.96 - $138.05 $70,085 - $84,900	615 Added 43.93%	2,015 $249,000
Q1 2020 Apr 16, 2020	BUY	$98.62 - $156.1 $986 - $1,561	10 Added 0.72%	1,400 $171,000
Q4 2019 Jan 10, 2020	SELL	$136.01 - $143.77 $78,205 - $82,667	-575 Reduced 29.26%	1,390 $199,000
Q3 2019 Oct 29, 2019	SELL	$138.86 - $144.54 $23,883 - $24,860	-172 Reduced 8.05%	1,965 $282,000
Q2 2019 Jul 16, 2019	BUY	N/A	2,137 New	2,137 $284,000

642

18.1M

85.2K

26.6K

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