Sheets Smith Wealth Management Vanguard Financial ETF Transaction History

Sheets Smith Wealth Management

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 23, 2023	BUY	$80.32 - $86.71 $130,198 - $140,556	1,621 New	1,621 $130,000
Q2 2022 Jul 27, 2022	SELL	$75.42 - $93.29 $194,357 - $240,408	-2,577 Closed	0 $0
Q1 2022 May 02, 2022	SELL	$87.26 - $101.75 $32,198 - $37,545	-369 Reduced 12.53%	2,577 $241,000
Q4 2021 Jan 20, 2022	SELL	$92.72 - $100.95 $26,981 - $29,376	-291 Reduced 8.99%	2,946 $284,000
Q3 2021 Oct 15, 2021	BUY	$86.32 - $96.09 $25,205 - $28,058	292 Added 9.92%	3,237 $300,000
Q2 2021 Aug 03, 2021	SELL	$85.53 - $94.49 $3,079 - $3,401	-36 Reduced 1.21%	2,945 $266,000
Q4 2020 Jan 13, 2021	BUY	$58.32 - $72.85 $173,851 - $217,165	2,981 New	2,981 $217,000

685

52.2M

45K

10.5K

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