Selective Wealth Management, Inc. Vanguard Sht Trm Inflt Prot Fd Transaction History

Selective Wealth Management, Inc.

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Oct 21, 2022	SELL	$48.11 - $50.34 $4,089 - $4,278	-85 Reduced 6.51%	1,221 $59,000
Q2 2022 Jul 28, 2022	BUY	$50.05 - $51.06 $43,243 - $44,115	864 Added 195.48%	1,306 $65,000
Q1 2022 Apr 20, 2022	BUY	$50.6 - $52.11 $22,365 - $23,032	442 New	442 $23,000

758

140M

14.1K

7.6K

Get notified when there are updates to the investment portfolio of Selective Wealth Management, Inc., based on Form 13F filings with the SEC.

Stay updated on Selective Wealth Management, Inc. with notifications on news.