Trevian Wealth Management LLC Vanguard Ftse All World Ex Us Transaction History

Trevian Wealth Management LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 26, 2024	BUY	$54.0 - $58.69 $427,626 - $464,766	7,919 Added 20.2%	47,116 $2.76 Million
Q4 2023 Jan 18, 2024	SELL	$49.57 - $56.14 $251,220 - $284,517	-5,068 Reduced 11.45%	39,197 $2.2 Million
Q3 2023 Oct 30, 2023	BUY	$51.66 - $56.47 $2.29 Million - $2.5 Million	44,265 New	44,265 $2.3 Million
Q1 2023 Apr 14, 2023	SELL	$50.42 - $55.03 $471,477 - $514,585	-9,351 Reduced 17.44%	44,263 $2.37 Million
Q4 2022 Jan 30, 2023	BUY	$47.22 - $52.21 $1.37 Million - $1.51 Million	28,968 Added 117.54%	53,614 $2.69 Million

Q3 2022 Oct 24, 2022	BUY	N/A	24,646 New	24,646 $1.09 Million

1,234

318M

27.2K

6.8K

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