Vista Private Wealth Partners. LLC Schwab Strategic Us Tips ETF Transaction History

Vista Private Wealth Partners. LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	SELL	$51.32 - $52.45 $2,771 - $2,832	-54 Reduced 0.72%	7,431 $387,000
Q4 2023 Feb 13, 2024	BUY	$49.69 - $52.46 $11,577 - $12,223	233 Added 3.21%	7,485 $390,000
Q3 2023 Oct 10, 2023	BUY	$50.37 - $52.48 $5,540 - $5,772	110 Added 1.54%	7,252 $366,000
Q2 2023 Jul 17, 2023	BUY	$52.18 - $54.02 $417 - $432	8 Added 0.11%	7,142 $374,000
Q1 2023 May 09, 2023	BUY	$51.68 - $53.62 $671 - $697	13 Added 0.18%	7,134 $382,000
Q4 2022 Jan 12, 2023	BUY	$51.47 - $53.83 $366,517 - $383,323	7,121 New	7,121 $0
Q1 2020 Apr 16, 2020	SELL	$53.09 - $59.55 $222,871 - $249,990	-4,198 Closed	0 $0
Q4 2019 Jan 08, 2020	BUY	$56.32 - $57.23 $4,336 - $4,406	77 Added 1.87%	4,198 $239,000
Q3 2019 Oct 16, 2019	SELL	$56.24 - $57.07 $337 - $342	-6 Reduced 0.15%	4,121 $0
Q2 2019 Aug 27, 2019	BUY	N/A	4,127 New	4,127 $236,000

685

155M

60.2K

1.3K

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