Worth Asset Management, LLC Vanguard Mega Cap Value Transaction History

Worth Asset Management, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 11, 2023	BUY	$101.4 - $107.46 $442,813 - $469,277	4,367 Added 7940.0%	4,422 $448,000
Q1 2023 Apr 12, 2023	SELL	$97.0 - $105.37 $1.07 Million - $1.16 Million	-10,991 Reduced 99.5%	55 $5,000
Q4 2022 Jan 12, 2023	BUY	$98.95 - $106.81 $1.09 Million - $1.17 Million	10,991 Added 19983.64%	11,046 $0
Q1 2022 May 13, 2022	BUY	N/A	55 New	55 $5,000

390

44.4M

55.5K

200

Get notified when there are updates to the investment portfolio of Worth Asset Management, LLC, based on Form 13F filings with the SEC.

Stay updated on Worth Asset Management, LLC with notifications on news.