Vista Private Wealth Partners. LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Vista Private Wealth Partners. LLC

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	BUY	$50.36 - $51.06 $11,482 - $11,641	228 Added 0.63%	36,298 $1.84 Million
Q4 2023 Feb 13, 2024	SELL	$47.36 - $51.14 $393,561 - $424,973	-8,310 Reduced 18.72%	36,070 $1.84 Million
Q3 2023 Oct 10, 2023	SELL	$48.03 - $50.5 $1,633 - $1,717	-34 Reduced 0.08%	44,380 $2.13 Million
Q2 2023 Jul 17, 2023	BUY	$49.5 - $51.06 $57,222 - $59,025	1,156 Added 2.67%	44,414 $2.23 Million
Q1 2023 May 09, 2023	BUY	$49.32 - $51.02 $310,518 - $321,221	6,296 Added 17.03%	43,258 $2.19 Million
Q4 2022 Jan 12, 2023	BUY	$47.5 - $50.06 $656,782 - $692,179	13,827 Added 59.77%	36,962 $0
Q3 2022 Oct 13, 2022	SELL	$48.11 - $51.14 $22,659 - $24,086	-471 Reduced 2.0%	23,135 $1.12 Million
Q2 2022 Jul 13, 2022	BUY	$49.13 - $51.51 $449,490 - $471,264	9,149 Added 63.28%	23,606 $1.18 Million
Q1 2022 Apr 13, 2022	BUY	$51.44 - $54.88 $367,641 - $392,227	7,147 Added 97.77%	14,457 $744,000
Q4 2021 Jan 19, 2022	BUY	$54.5 - $55.03 $40,330 - $40,722	740 Added 11.26%	7,310 $401,000
Q3 2021 Oct 13, 2021	BUY	$54.77 - $55.59 $124,108 - $125,966	2,266 Added 52.65%	6,570 $360,000
Q2 2021 Jul 14, 2021	BUY	$54.58 - $55.46 $234,912 - $238,699	4,304 New	4,304 $238,000

1,178

510M

39.6K

85.7K

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