Svb Wealth LLC Vanguard Russell 2000 Value Et Transaction History

Svb Wealth LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 06, 2024	SELL	$128.57 - $139.92 $448,966 - $488,600	-3,492 Reduced 52.24%	3,192 $427,000
Q4 2023 Jan 30, 2024	BUY	$110.31 - $139.18 $368,656 - $465,139	3,342 Added 100.0%	6,684 $912,000
Q1 2023 May 12, 2023	SELL	$114.78 - $137.92 $23,070 - $27,721	-201 Reduced 5.67%	3,342 $402,000
Q3 2022 Nov 09, 2022	BUY	$113.26 - $139.82 $401,280 - $495,382	3,543 New	3,543 $402,000

156

2.38M

1.3K

500

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