Soundmark Wealth Management, LLC Vanguard Dividend Appreciation Transaction History

Soundmark Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 12, 2023	BUY	$144.84 - $158.71 $289 - $317	2 Added 0.13%	1,525 $0
Q2 2022 Jul 11, 2022	SELL	N/A	-2,169 Reduced 58.75%	1,523 $219,000
Q1 2022 Apr 11, 2022	BUY	N/A	87 Added 2.41%	3,692 $599,000
Q4 2021 Jan 18, 2022	BUY	N/A	30 Added 0.84%	3,605 $619,000
Q3 2021 Oct 13, 2021	SELL	N/A	-9 Reduced 0.25%	3,575 $549,000
Q2 2021 Jul 13, 2021	BUY	N/A	414 Added 13.06%	3,584 $553,000
Q1 2021 Apr 14, 2021	BUY	N/A	3,170 New	3,170 $466,000

2,268

198M

552K

347K

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