Summit Place Financial Advisors, LLC Vanguard Total Stock Market Et Transaction History

Summit Place Financial Advisors, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 30, 2024	SELL	$232.77 - $260.14 $34,682 - $38,760	-149 Reduced 12.64%	1,030 $267,000
Q4 2023 Feb 07, 2024	SELL	$203.12 - $238.25 $66,014 - $77,431	-325 Reduced 21.61%	1,179 $279,000
Q3 2023 Nov 08, 2023	BUY	$211.41 - $228.35 $14,164 - $15,299	67 Added 4.66%	1,504 $319,000
Q2 2023 Aug 04, 2023	SELL	$200.75 - $220.28 $36,938 - $40,531	-184 Reduced 11.35%	1,437 $316,000
Q1 2023 Apr 28, 2023	BUY	$189.85 - $210.01 $307,746 - $340,426	1,621 New	1,621 $330,000

2,929

463M

647K

424K

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