Strategic Investment Solutions, Inc. /Il VANGUARD BALANCED INDEX ADM Transaction History

Strategic Investment Solutions, Inc. /Il

  • $576 Billion
  • Q4 2023
Number of Shares
133,197
Previous 1,482,640 91.02%
Holding current value
$5.94 Billion
Previous $63.9 Billion 90.7%
% of portfolio
1.03%
Previous 0.79%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 13, 2024
SELL
N/A
-1,349,443 Reduced 91.02%
133,197 $5.94 Billion
Q3 2023

Nov 14, 2023
BUY
N/A
1,459,145 Added 6210.45%
1,482,640 $63.9 Billion
Q1 2023

May 15, 2023
BUY
N/A
23,495 New
23,495 $975 Million
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