Watershed Private Wealth LLC Vanguard Specialized Funds Van Transaction History

Watershed Private Wealth LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 07, 2024	SELL	$82.58 - $89.12 $456,667 - $492,833	-5,530 Reduced 56.68%	4,227 $366 Million
Q4 2023 Feb 07, 2024	SELL	$71.05 - $89.54 $35,809 - $45,128	-504 Reduced 4.91%	9,757 $862 Million
Q3 2023 Oct 19, 2023	SELL	$75.44 - $86.89 $39,228 - $45,182	-520 Reduced 4.82%	10,261 $776 Million
Q2 2023 Jul 13, 2023	SELL	$78.4 - $83.98 $359,307 - $384,880	-4,583 Reduced 29.83%	10,781 $901 Million
Q1 2023 May 11, 2023	BUY	$77.59 - $93.7 $47,329 - $57,157	610 Added 4.13%	15,364 $1.28 Billion
Q4 2022 Feb 10, 2023	BUY	$81.07 - $88.09 $1.2 Million - $1.3 Million	14,754 New	14,754 $1.22 Billion

1,729

238M

1.33M

1.1M

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