Websterrogers Financial Advisors, LLC Vanguard S&P 500 Value ETF Transaction History

Websterrogers Financial Advisors, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 06, 2023	BUY	$125.37 - $146.73 $191,439 - $224,056	1,527 New	1,527 $213,000
Q2 2022 Jul 25, 2022	SELL	$129.51 - $153.39 $34,708 - $41,108	-268 Reduced 3.91%	6,591 $876,000
Q1 2022 Apr 14, 2022	SELL	$142.52 - $153.78 $11.4 Million - $12.3 Million	-80,071 Reduced 92.11%	6,859 $1.04 Million
Q4 2021 Jan 24, 2022	SELL	$141.09 - $151.6 $714,056 - $767,247	-5,061 Reduced 5.5%	86,930 $13.2 Million
Q3 2021 Oct 12, 2021	BUY	$138.92 - $146.94 $89,881 - $95,070	647 Added 0.71%	91,991 $12.9 Million
Q2 2021 Aug 05, 2021	BUY	$137.53 - $146.32 $371,606 - $395,356	2,702 Added 3.05%	91,344 $12.7 Million
Q1 2021 May 07, 2021	BUY	$121.71 - $137.66 $7.3 Million - $8.25 Million	59,942 Added 208.86%	88,642 $12.1 Million
Q4 2020 Feb 11, 2021	BUY	$106.35 - $123.99 $3.05 Million - $3.56 Million	28,700 New	28,700 $3.65 Million

351

12.3M

600

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