Rockbridge Investment Management, Lcc Vanguard World Fd Esg Intl Stk Transaction History

Rockbridge Investment Management, Lcc

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 May 28, 2024	SELL	$43.44 - $51.83 $88,878 - $106,044	-2,046 Closed	0 $0
Q1 2022 May 28, 2024	BUY	$53.11 - $62.8 $108,663 - $128,488	2,046 New	2,046 $0
Q4 2020 Mar 04, 2021	BUY	$50.72 - $59.51 $4,869 - $5,712	96 Added 4.92%	2,046 $121,000
Q3 2020 Nov 03, 2020	BUY	$48.36 - $53.16 $94,302 - $103,662	1,950 New	1,950 $101,000

364

17.7M

Get notified when there are updates to the investment portfolio of Rockbridge Investment Management, Lcc, based on Form 13F filings with the SEC.

Stay updated on Rockbridge Investment Management, Lcc with notifications on news.