Trevian Wealth Management LLC Vanguard Sht Term Corp Bd ETF Transaction History

Trevian Wealth Management LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 30, 2023	SELL	$73.35 - $75.8 $1.12 Million - $1.15 Million	-15,232 Reduced 64.36%	8,435 $634,000
Q3 2022 Oct 24, 2022	SELL	$74.01 - $77.39 $199,827 - $208,953	-2,700 Reduced 10.24%	23,667 $1.76 Million
Q2 2022 Jul 25, 2022	SELL	$75.21 - $77.95 $152,751 - $158,316	-2,031 Reduced 7.15%	26,367 $2.01 Million
Q1 2022 May 03, 2022	SELL	$77.77 - $81.19 $278,183 - $290,416	-3,577 Reduced 11.19%	28,398 $2.22 Million
Q4 2021 Jan 31, 2022	BUY	$81.21 - $82.44 $2.6 Million - $2.64 Million	31,975 New	31,975 $2.6 Million

1,362

310M

7.7K

5.1K

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