Vista Private Wealth Partners. LLC Vanguard World Fd Esg Intl Stk Transaction History

Vista Private Wealth Partners. LLC

$249 Million
Q2 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 13, 2024	BUY	$53.19 - $57.84 $303,927 - $330,497	5,714 Added 85.98%	12,360 $710,000
Q4 2023 Feb 13, 2024	BUY	$48.05 - $55.28 $5,958 - $6,854	124 Added 1.9%	6,646 $367,000
Q3 2023 Oct 10, 2023	BUY	$50.23 - $55.2 $11,251 - $12,364	224 Added 3.56%	6,522 $328,000
Q2 2023 Jul 17, 2023	BUY	$51.68 - $54.7 $2,997 - $3,172	58 Added 0.93%	6,298 $334,000
Q1 2023 May 09, 2023	BUY	$49.49 - $54.07 $2,128 - $2,325	43 Added 0.69%	6,240 $326,000
Q4 2022 Jan 12, 2023	SELL	$43.1 - $51.11 $47,496 - $56,323	-1,102 Reduced 15.1%	6,197 $0
Q3 2022 Oct 13, 2022	BUY	$43.44 - $51.83 $68,548 - $81,787	1,578 Added 27.58%	7,299 $323,000
Q2 2022 Jul 13, 2022	BUY	$48.34 - $58.27 $6,912 - $8,332	143 Added 2.56%	5,721 $279,000
Q1 2022 Apr 13, 2022	BUY	$53.11 - $62.8 $4,992 - $5,903	94 Added 1.71%	5,578 $322,000
Q4 2021 Jan 19, 2022	BUY	$60.05 - $64.51 $51,222 - $55,027	853 Added 18.42%	5,484 $342,000
Q3 2021 Oct 13, 2021	BUY	$61.73 - $65.61 $4,012 - $4,264	65 Added 1.42%	4,631 $286,000
Q2 2021 Jul 14, 2021	BUY	$61.69 - $65.78 $281,676 - $300,351	4,566 New	4,566 $293,000
Q1 2021 Apr 14, 2021	SELL	$59.52 - $63.83 $243,615 - $261,256	-4,093 Closed	0 $0
Q4 2020 Jan 20, 2021	BUY	$50.72 - $59.51 $207,596 - $243,574	4,093 New	4,093 $244,000

Others Institutions Holding VSGX

# of Institutions

343

Shares Held

19.2M

Call Options Held

0

Put Options Held

0

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