Westside Investment Management, Inc. VANGUARD CA INTERM-TERM TAX-EXEMPT ADM Transaction History

Westside Investment Management, Inc.

45,185

Previous 47,845 5.56%

$508 Million

Previous $541 Million 6.06%

0.09%

Previous 0.12%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 05, 2025	SELL	N/A	-2,660 Reduced 5.56%	45,185 $508 Million
Q1 2025 Apr 25, 2025	SELL	N/A	-2,645 Reduced 5.24%	47,845 $541 Million
Q4 2024 Jan 17, 2025	SELL	N/A	-11,385 Reduced 18.4%	50,490 $573 Million
Q4 2023 Jan 12, 2024	BUY	N/A	210 Added 0.34%	61,875 $710 Million
Q3 2023 Nov 15, 2023	BUY	N/A	300 Added 0.49%	61,665 $669 Million
Q2 2023 Jul 14, 2023	BUY	N/A	288 Added 0.47%	61,365 $689 Million
Q1 2023 May 17, 2023	SELL	N/A	-18,460 Reduced 23.21%	61,077 $692 Million
Q4 2022 Jan 31, 2023	SELL	N/A	-13,248 Reduced 14.28%	79,537 $887 Million
Q3 2022 Nov 09, 2022	BUY	N/A	74,590 Added 409.95%	92,785 $1 Billion
Q1 2022 Apr 25, 2022	BUY	N/A	8,407 Added 85.89%	18,195 $0
Q4 2021 Feb 15, 2022	BUY	N/A	12 Added 0.12%	9,788 $0
Q3 2021 Oct 27, 2021	BUY	N/A	9 Added 0.09%	9,776 $0
Q2 2021 Jul 28, 2021	BUY	N/A	8,938 Added 1078.17%	9,767 $0
Q1 2021 Apr 14, 2021	BUY	N/A	5 Added 0.61%	829 $0
Q4 2020 Jan 15, 2021	BUY	N/A	6 Added 0.73%	824 $0
Q3 2020 Oct 14, 2020	BUY	N/A	818 New	818 $0

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