Tci Wealth Advisors, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History

Tci Wealth Advisors, Inc.

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	BUY	$49.55 - $50.44 $9,662 - $9,835	195 Added 2.67%	7,507 $376,000
Q1 2024 May 07, 2024	BUY	$50.36 - $51.06 $368,232 - $373,350	7,312 New	7,312 $369,000
Q4 2022 Feb 06, 2023	BUY	$47.5 - $50.06 $95 - $100	2 Added 1.13%	179 $8,000
Q1 2022 Apr 29, 2022	SELL	$51.44 - $54.88 $63,271 - $67,502	-1,230 Reduced 87.42%	177 $9,000
Q1 2021 Apr 29, 2021	BUY	$54.36 - $55.51 $9,621 - $9,825	177 Added 14.39%	1,407 $77,000
Q1 2020 Apr 14, 2020	SELL	$45.81 - $55.19 $3,115 - $3,752	-68 Reduced 5.24%	1,230 $65,000
Q4 2019 Jan 27, 2020	BUY	$53.19 - $53.86 $3,616 - $3,662	68 Added 5.53%	1,298 $69,000
Q4 2018 Jan 17, 2019	BUY	N/A	1,230 New	1,230 $63,000

1,175

508M

39.6K

85.7K

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