Vision Point Advisory Group, LLC Schwab Strategic U.S. Mid Cap Transaction History

Vision Point Advisory Group, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 01, 2024	BUY	$75.69 - $81.19 $529 - $568	7 Added 26.92%	33 $2,000
Q1 2024 May 10, 2024	SELL	$72.89 - $81.43 $291 - $325	-4 Reduced 13.33%	26 $2,000
Q4 2023 Feb 07, 2024	SELL	$63.01 - $75.95 $46,879 - $56,506	-744 Reduced 96.12%	30 $2,000
Q3 2023 Dec 06, 2023	BUY	$66.75 - $73.98 $51,197 - $56,742	767 Added 10957.14%	774 $52,000
Q2 2023 Aug 21, 2023	BUY	$65.29 - $71.03 $457 - $497	7 New	7 $0

925

96.1M

6.2K

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