Shira Ridge Wealth Management Vanguard Utilities ETF Transaction History

Shira Ridge Wealth Management

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 10, 2024	SELL	$121.65 - $142.23 $1.51 Million - $1.76 Million	-12,373 Reduced 63.26%	7,185 $985 Million
Q3 2023 Oct 10, 2023	SELL	$127.23 - $148.54 $1.09 Million - $1.27 Million	-8,577 Reduced 30.49%	19,558 $2.49 Billion
Q2 2023 Jul 12, 2023	SELL	$140.07 - $152.05 $90,625 - $98,376	-647 Reduced 2.25%	28,135 $4 Billion
Q1 2023 May 08, 2023	SELL	$139.89 - $156.95 $175,142 - $196,501	-1,252 Reduced 4.17%	28,782 $4.25 Billion
Q4 2022 Jan 12, 2023	BUY	$134.2 - $158.16 $4.03 Million - $4.75 Million	30,034 New	30,034 $4.61 Billion

574

12.6M

37.4K

9.9K

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

Stay updated on Shira Ridge Wealth Management with notifications on news.