Soundmark Wealth Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Soundmark Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 11, 2024	BUY	$50.36 - $51.06 $19,539 - $19,811	388 Added 0.43%	90,286 $4.57 Million
Q4 2023 Jan 09, 2024	BUY	$47.36 - $51.14 $30,263 - $32,678	639 Added 0.72%	89,898 $4.59 Million
Q3 2023 Oct 10, 2023	SELL	$48.03 - $50.5 $1,152 - $1,212	-24 Reduced 0.03%	89,259 $4.29 Million
Q2 2023 Jul 13, 2023	SELL	$49.5 - $51.06 $2,475 - $2,553	-50 Reduced 0.06%	89,283 $4.48 Million
Q4 2022 Jan 12, 2023	BUY	$47.5 - $50.06 $195,082 - $205,596	4,107 Added 4.82%	89,333 $0
Q3 2022 Oct 12, 2022	BUY	$48.11 - $51.14 $3.26 Million - $3.47 Million	67,756 Added 387.84%	85,226 $4.1 Million
Q2 2022 Jul 11, 2022	BUY	$49.13 - $51.51 $858,301 - $899,879	17,470 New	17,470 $872,000

1,175

508M

39.6K

85.7K

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