Wmg Financial Advisors, LLC Vanguard Specialized Funds Van Transaction History

Wmg Financial Advisors, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 18, 2023	SELL	$77.59 - $93.7 $43,605 - $52,659	-562 Reduced 17.17%	2,711 $225,000
Q4 2022 Feb 10, 2023	SELL	$76.14 - $88.09 $165,604 - $191,595	-2,175 Reduced 39.92%	3,273 $269,000
Q3 2022 Oct 18, 2022	SELL	$79.28 - $102.13 $3,726 - $4,800	-47 Reduced 0.86%	5,448 $437,000
Q2 2022 Aug 08, 2022	SELL	$87.04 - $112.5 $4,177 - $5,400	-48 Reduced 0.87%	5,495 $499,000
Q1 2022 Apr 18, 2022	BUY	$99.96 - $115.1 $37,085 - $42,702	371 Added 7.17%	5,543 $601,000
Q4 2021 Feb 14, 2022	BUY	$102.53 - $116.01 $530,285 - $600,003	5,172 New	5,172 $600,000

1,825

241M

1.22M

1.53M

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