Steward Partners Investment Advisory, LLC Vanguard Wellington Fd U S Val Transaction History

Steward Partners Investment Advisory, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 15, 2023	BUY	$89.74 - $105.14 $89 - $105	1 New	1 $0
Q3 2020 Oct 30, 2020	SELL	$56.38 - $65.86 $9,020 - $10,537	-160 Closed	0 $0
Q2 2020 Aug 06, 2020	SELL	$43.17 - $68.72 $34,751 - $55,319	-805 Reduced 83.42%	160 $9,000
Q2 2019 Jul 25, 2019	BUY	N/A	965 New	965 $70,000
Q4 2018 Jan 15, 2019	SELL	N/A	-185 Closed	0 $0
Q3 2018 Oct 23, 2018	BUY	N/A	185 New	185 $15,000

2.31M

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