Soundmark Wealth Management, LLC Vanguard Total World Stk Index Transaction History

Soundmark Wealth Management, LLC

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 11, 2024	BUY	$100.68 - $110.5 $21,948 - $24,089	218 Added 9.52%	2,507 $277,000
Q4 2023 Jan 09, 2024	SELL	$88.97 - $103.1 $5,872 - $6,804	-66 Reduced 2.8%	2,289 $235,000
Q3 2023 Oct 10, 2023	BUY	$92.79 - $100.59 $15,031 - $16,295	162 Added 7.39%	2,355 $219,000
Q2 2023 Jul 13, 2023	BUY	$91.33 - $98.06 $1,369 - $1,470	15 Added 0.69%	2,193 $212,000
Q1 2023 Apr 10, 2023	BUY	$86.24 - $94.55 $187,830 - $205,929	2,178 New	2,178 $200,000
Q3 2022 Oct 12, 2022	BUY	$78.88 - $94.48 $31,867 - $38,169	404 Added 12.18%	3,720 $293,000
Q2 2022 Jul 11, 2022	SELL	$83.88 - $102.77 $18,873 - $23,123	-225 Reduced 6.35%	3,316 $283,000
Q1 2022 Apr 11, 2022	BUY	$93.8 - $108.09 $38,176 - $43,992	407 Added 12.99%	3,541 $357,000
Q4 2021 Jan 18, 2022	BUY	$101.45 - $109.23 $7,304 - $7,864	72 Added 2.35%	3,134 $337,000
Q3 2021 Oct 13, 2021	BUY	$101.52 - $107.65 $36,344 - $38,538	358 Added 13.24%	3,062 $312,000
Q2 2021 Jul 13, 2021	BUY	$98.57 - $104.51 $30,556 - $32,398	310 Added 12.95%	2,704 $281,000
Q1 2021 Apr 14, 2021	BUY	$92.05 - $98.71 $2,761 - $2,961	30 Added 1.27%	2,394 $233,000
Q4 2020 Jan 27, 2021	BUY	$78.99 - $92.58 $186,732 - $218,859	2,364 New	2,364 $219,000

1,001

88.9M

149K

44.9K

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