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	$143.55 - $158.16 $4.31 Million - $4.75 Million	30,034 New	30,034 $4.61 Billion

520

12M

51.1K

16.2K

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