Selective Wealth Management, Inc. Vanguard Large Cap ETF Transaction History

Selective Wealth Management, Inc.

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 23, 2023	BUY	$162.98 - $185.93 $3,911 - $4,462	24 Added 2.01%	1,217 $0
Q3 2022 Oct 21, 2022	SELL	$163.56 - $196.95 $149,820 - $180,406	-916 Reduced 43.43%	1,193 $195,000
Q2 2022 Jul 28, 2022	SELL	$167.29 - $210.78 $24,424 - $30,773	-146 Reduced 6.47%	2,109 $363,000
Q1 2022 Apr 20, 2022	SELL	$191.25 - $221.63 $6,502 - $7,535	-34 Reduced 1.49%	2,255 $470,000
Q4 2021 Jan 18, 2022	BUY	$200.26 - $221.75 $44,858 - $49,672	224 Added 10.85%	2,289 $506,000
Q3 2021 Oct 27, 2021	BUY	$199.12 - $212.29 $112,303 - $119,731	564 Added 37.57%	2,065 $415,000
Q2 2021 Aug 04, 2021	BUY	$187.36 - $200.75 $281,227 - $301,325	1,501 New	1,501 $0

1,179

102M

29.3K

132K

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