Steward Partners Investment Advisory, LLC Vanguard Scottsdale Fds Total Transaction History

Steward Partners Investment Advisory, LLC

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 13, 2023	BUY	$72.44 - $75.97 $27,527 - $28,868	380 New	380 $27,000
Q4 2022 Feb 15, 2023	SELL	$70.45 - $76.76 $2,677 - $2,916	-38 Reduced 10.64%	319 $23,000
Q3 2022 Nov 10, 2022	SELL	$71.96 - $79.68 $20,868 - $23,107	-290 Reduced 44.82%	357 $26,000
Q2 2022 Aug 04, 2022	SELL	$75.46 - $83.76 $4,225 - $4,690	-56 Reduced 7.97%	647 $50,000
Q1 2022 May 02, 2022	SELL	$82.2 - $89.95 $84,008 - $91,928	-1,022 Reduced 59.25%	703 $59,000
Q4 2021 Feb 08, 2022	SELL	$90.0 - $92.23 $5,760 - $5,902	-64 Reduced 3.58%	1,725 $156,000
Q3 2021 Nov 12, 2021	SELL	$91.24 - $93.18 $16,331 - $16,679	-179 Reduced 9.1%	1,789 $163,000
Q2 2021 Aug 13, 2021	SELL	$89.4 - $92.0 $677,741 - $697,452	-7,581 Reduced 79.39%	1,968 $181,000
Q1 2021 May 14, 2021	BUY	$88.48 - $93.81 $152,008 - $161,165	1,718 Added 21.94%	9,549 $0
Q4 2020 Feb 11, 2021	BUY	$91.65 - $94.3 $183,116 - $188,411	1,998 Added 34.25%	7,831 $737,000
Q3 2020 Oct 30, 2020	BUY	$91.92 - $94.6 $29,782 - $30,650	324 Added 5.88%	5,833 $538,000
Q2 2020 Aug 06, 2020	BUY	$83.72 - $91.88 $25,283 - $27,747	302 Added 5.8%	5,509 $506,000
Q1 2020 Apr 29, 2020	BUY	$74.25 - $92.43 $123,255 - $153,433	1,660 Added 46.8%	5,207 $444,000
Q4 2019 Jan 17, 2020	SELL	$87.35 - $88.98 $1,222 - $1,245	-14 Reduced 0.39%	3,547 $314,000
Q3 2019 Oct 30, 2019	BUY	$86.75 - $88.53 $53,004 - $54,091	611 Added 20.71%	3,561 $315,000
Q2 2019 Jul 25, 2019	BUY	N/A	2,950 New	2,950 $255,000

101

7.93M

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