Worth Pointe, LLC Vanguard Intermediate Term Cor Transaction History

Worth Pointe, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 11, 2023	SELL	$77.23 - $81.35 $224,430 - $236,403	-2,906 Reduced 40.68%	4,238 $339,000
Q4 2022 Feb 14, 2023	SELL	$73.66 - $79.75 $9,870 - $10,686	-134 Reduced 1.84%	7,144 $553,000
Q3 2022 Nov 03, 2022	SELL	$74.85 - $82.96 $5,613 - $6,221	-75 Reduced 1.02%	7,278 $551,000
Q2 2022 Aug 08, 2022	SELL	$78.1 - $85.93 $54,591 - $60,065	-699 Reduced 8.68%	7,353 $588,000
Q1 2022 May 04, 2022	BUY	$85.05 - $92.24 $684,822 - $742,716	8,052 New	8,052 $693,000

1,171

485M

37.7K

125K

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

Stay updated on Worth Pointe, LLC with notifications on news.