Source Financial Advisors LLC Vanguard Communication Service Transaction History

Source Financial Advisors LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 15, 2022	SELL	$91.39 - $123.66 $7,311 - $9,892	-80 Reduced 3.42%	2,260 $213,000
Q1 2022 May 16, 2022	SELL	$110.23 - $136.51 $13,227 - $16,381	-120 Reduced 4.88%	2,340 $281,000
Q4 2021 Feb 14, 2022	SELL	$129.36 - $145.06 $4,398 - $4,932	-34 Reduced 1.36%	2,460 $334,000
Q3 2021 Nov 15, 2021	SELL	$139.4 - $150.66 $7,248 - $7,834	-52 Reduced 2.04%	2,494 $351,000
Q2 2021 Aug 16, 2021	SELL	$131.85 - $144.89 $10,152 - $11,156	-77 Reduced 2.94%	2,546 $366,000
Q1 2021 May 17, 2021	BUY	$117.72 - $135.22 $10,241 - $11,764	87 Added 3.43%	2,623 $341,000
Q4 2020 Feb 16, 2021	BUY	$101.43 - $120.2 $257,226 - $304,827	2,536 New	2,536 $305,000

470

18.7M

10.6K

4.8K

Get notified when there are updates to the investment portfolio of Source Financial Advisors LLC, based on Form 13F filings with the SEC.

Stay updated on Source Financial Advisors LLC with notifications on news.