Weatherly Asset Management L. P. Vanguard Total Stock Market Et Transaction History

Weatherly Asset Management L. P.

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 10, 2023	SELL	$211.41 - $228.35 $4,228 - $4,567	-20 Reduced 1.12%	1,762 $374,000
Q4 2022 Jan 10, 2023	BUY	$179.3 - $204.18 $39,087 - $44,511	218 Added 13.94%	1,782 $0
Q4 2021 Jan 28, 2022	BUY	$221.73 - $242.96 $3,104 - $3,401	14 Added 0.9%	1,564 $378,000
Q3 2021 Nov 05, 2021	SELL	$219.23 - $234.37 $1,096 - $1,171	-5 Reduced 0.32%	1,550 $344,000
Q3 2020 Oct 30, 2020	SELL	$157.44 - $181.24 $7,872 - $9,062	-50 Reduced 3.12%	1,555 $265,000
Q4 2019 Jan 23, 2020	BUY	$146.61 - $164.29 $235,309 - $263,685	1,605 New	1,605 $263,000

3,042

453M

1.81M

618K

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