Sequoia Financial Advisors, LLC Vanguard S&P 500 Growth ETF Transaction History

Sequoia Financial Advisors, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	BUY	$299.15 - $396.54 $275,816 - $365,609	922 Added 22.73%	4,978 $1.97 Million
Q1 2025 Apr 23, 2025	BUY	$333.37 - $384.99 $450,049 - $519,736	1,350 Added 49.89%	4,056 $1.36 Million
Q4 2024 Aug 08, 2025	SELL	$340.59 - $380.5 $773,820 - $864,496	-2,272 Reduced 45.64%	2,706 $990,000
Q4 2024 Feb 07, 2025	SELL	$340.59 - $380.5 $248,630 - $277,765	-730 Reduced 21.25%	2,706 $990,000
Q3 2024 Oct 21, 2024	BUY	$305.34 - $350.41 $1.05 Million - $1.2 Million	3,436 New	3,436 $1.19 Million

666

18.2M

30.2K

8.3K

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