Soundmark Wealth Management, LLC Vanguard Specialized Funds Van Transaction History

Soundmark Wealth Management, LLC

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 11, 2024	SELL	$82.58 - $89.12 $11,396 - $12,298	-138 Reduced 0.64%	21,446 $1.85 Million
Q4 2023 Jan 09, 2024	BUY	$71.05 - $89.54 $35,169 - $44,322	495 Added 2.35%	21,584 $1.91 Million
Q3 2023 Oct 10, 2023	SELL	$75.44 - $86.89 $4,149 - $4,778	-55 Reduced 0.26%	21,089 $1.6 Million
Q2 2023 Jul 13, 2023	BUY	$78.4 - $83.98 $41,552 - $44,509	530 Added 2.57%	21,144 $1.77 Million
Q1 2023 Apr 10, 2023	BUY	$77.59 - $93.7 $94,892 - $114,595	1,223 Added 6.31%	20,614 $1.71 Million
Q4 2022 Jan 12, 2023	BUY	$76.14 - $88.09 $136,519 - $157,945	1,793 Added 10.19%	19,391 $0
Q3 2022 Oct 12, 2022	BUY	$79.28 - $102.13 $115,431 - $148,701	1,456 Added 9.02%	17,598 $1.41 Million
Q2 2022 Jul 11, 2022	BUY	$87.04 - $112.5 $292,367 - $377,887	3,359 Added 26.28%	16,142 $1.47 Million
Q1 2022 Apr 11, 2022	BUY	$99.96 - $115.1 $38,784 - $44,658	388 Added 3.13%	12,783 $1.39 Million
Q4 2021 Jan 18, 2022	SELL	$102.53 - $116.01 $1.92 Million - $2.18 Million	-18,754 Reduced 60.21%	12,395 $1.44 Million
Q3 2021 Oct 13, 2021	BUY	$101.78 - $110.92 $355,517 - $387,443	3,493 Added 12.63%	31,149 $3.17 Million
Q2 2021 Jul 13, 2021	BUY	$93.53 - $105.5 $242,803 - $273,878	2,596 Added 10.36%	27,656 $2.83 Million
Q1 2021 Apr 14, 2021	BUY	$81.97 - $92.98 $382,226 - $433,565	4,663 Added 22.86%	25,060 $2.3 Million
Q4 2020 Jan 27, 2021	BUY	$76.08 - $86.67 $1.55 Million - $1.77 Million	20,397 New	20,397 $1.73 Million

1,825

242M

1.22M

1.53M

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