Zevin Asset Management LLC Vanguard 500 Index Transaction History

Zevin Asset Management LLC

  • $647 Million
  • Q3 2024

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2022

May 05, 2022
SELL
N/A
-506 Closed
0 $0
Q4 2021

Jan 27, 2022
SELL
N/A
-60 Reduced 10.6%
506 $223,000
Q1 2021

May 10, 2021
SELL
N/A
-100 Reduced 15.02%
566 $208,000
Q4 2020

Feb 11, 2021
SELL
N/A
-100 Reduced 13.05%
666 $231,000
Q2 2020

Aug 06, 2020
BUY
N/A
766 New
766 $219,000
Q1 2020

May 07, 2020
SELL
N/A
-766 Closed
0 $0
Q4 2019

Feb 06, 2020
SELL
N/A
-200 Reduced 20.7%
766 $228,000
Q3 2019

Nov 05, 2019
SELL
N/A
-1,361 Reduced 58.49%
966 $265,000
Q2 2019

Aug 06, 2019
BUY
N/A
12 Added 0.52%
2,327 $632,000
Q1 2019

Apr 29, 2019
BUY
N/A
13 Added 0.56%
2,315 $605,000
Q4 2018

Feb 05, 2019
BUY
N/A
12 Added 0.52%
2,302 $533,000
Q3 2018

Nov 05, 2018
BUY
N/A
10 Added 0.44%
2,290 $616,000
Q2 2018

Aug 08, 2018
BUY
N/A
2,280 New
2,280 $572,000
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