Trevian Wealth Management LLC Vanguard Total World Stk Index Transaction History

Trevian Wealth Management LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 26, 2024	BUY	$100.68 - $110.5 $100 - $110	1 Added 0.01%	8,626 $953,000
Q4 2023 Jan 18, 2024	BUY	$88.97 - $103.1 $266 - $309	3 Added 0.03%	8,625 $887,000
Q3 2023 Oct 30, 2023	BUY	$92.79 - $100.59 $800,035 - $867,286	8,622 New	8,622 $803,000
Q1 2023 Apr 14, 2023	BUY	$86.24 - $94.55 $86 - $94	1 Added 0.01%	8,619 $794,000
Q4 2022 Jan 30, 2023	BUY	$83.11 - $91.07 $232,708 - $254,995	2,800 Added 48.13%	8,618 $743,000

Q3 2022 Oct 24, 2022	BUY	N/A	1 Added 0.02%	5,818 $459,000
Q2 2022 Jul 25, 2022	BUY	N/A	1 Added 0.02%	5,817 $495,000
Q1 2022 May 03, 2022	SELL	N/A	-355 Reduced 5.75%	5,816 $589,000
Q4 2021 Jan 31, 2022	BUY	N/A	6,171 New	6,171 $664,000

932

86.9M

203K

44.2K

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