Belpointe Asset Management LLC Vanguard Mega Cap Value Transaction History

Belpointe Asset Management LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 15, 2023	SELL	$97.0 - $105.37 $225,137 - $244,563	-2,321 Reduced 68.49%	1,068 $107,000
Q4 2022 Feb 08, 2023	SELL	$90.82 - $106.81 $363 - $427	-4 Reduced 0.12%	3,389 $348,000
Q3 2022 Nov 14, 2022	SELL	$89.91 - $103.89 $247,342 - $285,801	-2,751 Reduced 44.78%	3,393 $306,000
Q2 2022 Aug 02, 2022	SELL	$93.26 - $109.21 $9,326 - $10,921	-100 Reduced 1.6%	6,144 $591,000
Q1 2022 Apr 28, 2022	BUY	$101.98 - $109.31 $76,586 - $82,091	751 Added 13.67%	6,244 $670,000
Q4 2021 Feb 15, 2022	BUY	$98.51 - $106.97 $541,115 - $587,586	5,493 New	5,493 $587,000

484

75.1M

2.5K

400

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

Stay updated on Belpointe Asset Management LLC with notifications on news.