Vista Wealth Management Group, LLC Schwab Short Term Us Treasury Transaction History

Vista Wealth Management Group, LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 07, 2023	SELL	$47.89 - $48.47 $15,372 - $15,558	-321 Reduced 5.52%	5,490 $264,000
Q3 2022 Oct 25, 2022	SELL	$48.15 - $49.37 $1,540 - $1,579	-32 Reduced 0.55%	5,811 $279,000
Q2 2022 Jul 14, 2022	BUY	$48.73 - $49.59 $3,898 - $3,967	80 Added 1.39%	5,843 $287,000
Q1 2022 May 04, 2022	BUY	$49.47 - $50.82 $840 - $863	17 Added 0.3%	5,763 $286,000
Q4 2021 Jan 19, 2022	SELL	$50.83 - $51.21 $203 - $204	-4 Reduced 0.07%	5,746 $292,000
Q3 2021 Nov 02, 2021	BUY	$51.18 - $51.3 $27,739 - $27,804	542 Added 10.41%	5,750 $294,000
Q2 2021 Jul 27, 2021	SELL	$51.19 - $51.33 $9,572 - $9,598	-187 Reduced 3.47%	5,208 $267,000
Q1 2021 Apr 26, 2021	SELL	$51.27 - $51.41 $12,714 - $12,749	-248 Reduced 4.39%	5,395 $277,000
Q4 2020 Jan 25, 2021	SELL	$51.37 - $51.48 $51 - $51	-1 Reduced 0.02%	5,643 $290,000
Q3 2020 Oct 26, 2020	BUY	$51.49 - $51.63 $290,609 - $291,399	5,644 New	5,644 $291,000

620

184M

74.3K

30.8K

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