Strategic Wealth Partners Group LLC Vanguard Sht Term Corp Bd ETF Transaction History

Strategic Wealth Partners Group LLC

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 12, 2022	SELL	$77.77 - $81.19 $262,240 - $273,772	-3,372 Closed	0 $0
Q4 2021 Feb 11, 2022	SELL	$81.21 - $82.44 $16,810 - $17,065	-207 Reduced 5.78%	3,372 $274,000
Q3 2021 Nov 12, 2021	SELL	$82.36 - $82.87 $85,407 - $85,936	-1,037 Reduced 22.47%	3,579 $295,000
Q1 2021 May 17, 2021	SELL	$82.19 - $83.24 $52,026 - $52,690	-633 Reduced 12.06%	4,616 $381,000
Q4 2020 Feb 11, 2021	SELL	$82.66 - $83.25 $33,311 - $33,549	-403 Reduced 7.13%	5,249 $437,000
Q3 2020 Nov 13, 2020	SELL	$82.55 - $83.1 $17,335 - $17,451	-210 Reduced 3.58%	5,652 $468,000
Q2 2020 Aug 13, 2020	SELL	$78.35 - $82.66 $3,839 - $4,050	-49 Reduced 0.83%	5,862 $485,000
Q1 2020 May 14, 2020	BUY	$71.75 - $82.34 $23,892 - $27,419	333 Added 5.97%	5,911 $0
Q4 2019 Feb 14, 2020	BUY	$80.76 - $81.3 $4,764 - $4,796	59 Added 1.07%	5,578 $452,000
Q3 2019 Nov 13, 2019	BUY	$80.53 - $81.05 $81,737 - $82,265	1,015 Added 22.54%	5,519 $447,000
Q2 2019 Aug 13, 2019	SELL	N/A	-323 Reduced 6.69%	4,504 $363,000
Q1 2019 May 14, 2019	SELL	N/A	-2,580 Reduced 34.83%	4,827 $3.18 Million
Q4 2018 Feb 26, 2019	SELL	N/A	-2,160 Reduced 22.58%	7,407 $577,000
Q3 2018 Nov 14, 2018	SELL	N/A	-1,387 Reduced 12.66%	9,567 $339 Million
Q2 2018 Aug 16, 2018	SELL	N/A	-5,457 Reduced 33.25%	10,954 $0
Q1 2018 May 15, 2018	BUY	N/A	6,741 Added 69.71%	16,411 $557 Million
Q4 2017 Feb 14, 2018	SELL	N/A	-2,464 Reduced 20.31%	9,670 $767,000
Q3 2017 Nov 14, 2017	BUY	N/A	12,134	12,134 $972,000

1,360

311M

7.7K

5.1K

Get notified when there are updates to the investment portfolio of Strategic Wealth Partners Group LLC, based on Form 13F filings with the SEC.

Stay updated on Strategic Wealth Partners Group LLC with notifications on news.