Vista Wealth Management Group, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Vista Wealth Management Group, LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 14, 2022	SELL	N/A	-7,092 Closed	0 $0
Q1 2022 May 04, 2022	SELL	N/A	-9,668 Reduced 57.68%	7,092 $366,000
Q4 2021 Jan 19, 2022	BUY	N/A	608 Added 3.76%	16,760 $920,000
Q3 2021 Nov 02, 2021	BUY	N/A	1,513 Added 10.34%	16,152 $885,000
Q2 2021 Jul 27, 2021	BUY	N/A	3,811 Added 35.2%	14,639 $810,000

Q1 2021 Apr 26, 2021	BUY	N/A	234 Added 2.21%	10,828 $592,000
Q3 2020 Oct 26, 2020	BUY	N/A	1,365 Added 14.79%	10,594 $577,000
Q2 2020 Jul 14, 2020	BUY	N/A	16 Added 0.17%	9,229 $500,000
Q1 2020 May 01, 2020	SELL	N/A	-839 Reduced 8.35%	9,213 $487,000
Q4 2019 Feb 03, 2020	BUY	N/A	10,052 New	10,052 $538,000

1,103

484M

26.8K

86.9K

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