Strata Wealth Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Strata Wealth Advisors, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 31, 2024	SELL	$47.36 - $51.14 $29.4 Million - $31.7 Million	-620,566 Reduced 99.0%	6,282 $321 Million
Q3 2023 Oct 26, 2023	BUY	$48.03 - $50.5 $2.42 Million - $2.54 Million	50,363 Added 8.74%	626,848 $30.2 Billion
Q1 2023 May 10, 2023	SELL	$49.32 - $51.02 $743,449 - $769,075	-15,074 Reduced 2.55%	576,485 $29.2 Billion
Q4 2022 Apr 28, 2023	BUY	$47.5 - $50.06 $28.1 Million - $29.6 Million	591,559 New	591,559 $29.3 Billion

1,175

508M

39.6K

85.7K

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