Soundmark Wealth Management, LLC Vanguard Mid Cap ETF Transaction History

Soundmark Wealth Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Jan 18, 2022	SELL	$236.98 - $261.2 $396,230 - $436,726	-1,672 Closed	0 $0
Q3 2021 Oct 13, 2021	SELL	$229.88 - $249.8 $13,792 - $14,988	-60 Reduced 3.46%	1,672 $396,000
Q2 2021 Jul 13, 2021	BUY	$223.23 - $238.25 $16,742 - $17,868	75 Added 4.53%	1,732 $412,000
Q1 2021 Apr 14, 2021	SELL	$203.74 - $225.89 $47,267 - $52,406	-232 Reduced 12.28%	1,657 $367,000
Q4 2020 Jan 27, 2021	BUY	$176.14 - $208.21 $332,728 - $393,308	1,889 New	1,889 $391,000

2,092

173M

57K

93.7K

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

Stay updated on Soundmark Wealth Management, LLC with notifications on news.