Shanker Valleau Wealth Advisors, Inc. Dimensional ETF Tr U S Small C Transaction History

Shanker Valleau Wealth Advisors, Inc.

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 08, 2022	SELL	$46.65 - $56.4 $212,537 - $256,958	-4,556 Closed	0 $0
Q1 2022 Apr 28, 2022	SELL	$53.45 - $60.82 $60,238 - $68,544	-1,127 Reduced 19.83%	4,556 $255,000
Q4 2021 Jan 27, 2022	BUY	$56.67 - $63.93 $322,055 - $363,314	5,683 New	5,683 $341,000

835

133M

100

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