Xml Financial, LLC Vanguard Ftse All World Ex Us Transaction History

Xml Financial, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 04, 2022	BUY	$44.35 - $52.71 $289,162 - $343,669	6,520 New	6,520 $289,000
Q2 2022 Aug 01, 2022	SELL	$49.43 - $58.65 $246,210 - $292,135	-4,981 Closed	0 $0
Q4 2021 Feb 01, 2022	BUY	$59.38 - $63.62 $15,735 - $16,859	265 Added 5.62%	4,981 $305,000
Q3 2021 Nov 01, 2021	SELL	$60.96 - $64.6 $17,068 - $18,088	-280 Reduced 5.6%	4,716 $287,000
Q2 2021 Aug 10, 2021	BUY	$61.4 - $65.28 $82,398 - $87,605	1,342 Added 36.73%	4,996 $317,000
Q1 2021 May 14, 2021	BUY	$58.58 - $62.75 $214,051 - $229,288	3,654 New	3,654 $222,000

1,329

309M

47.6K

300

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

Stay updated on Xml Financial, LLC with notifications on news.