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

Westside Investment Management, Inc.

50,490

Previous 61,875 18.4%

$573 Million

Previous $706 Million 18.83%

0.12%

Previous 0.15%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

Get notified when there are updates to the investment portfolio of Westside Investment Management, Inc., based on Form 13F filings with the SEC.

Stay updated on Westside Investment Management, Inc. with notifications on news.