Donaldson Capital Management, LLC VANGUARD EQUITY INCOME PORTFOL Transaction History

Donaldson Capital Management, LLC

  • $2.59 Billion
  • Q3 2024

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2019

Nov 04, 2019
SELL
N/A
-21,669 Closed
0 $0
Q2 2019

Aug 12, 2019
BUY
N/A
2,200 Added 11.3%
21,669 $350,000
Q1 2019

Apr 01, 2019
SELL
N/A
-322 Reduced 1.63%
19,469 $305,000
Q3 2018

Nov 06, 2018
SELL
N/A
-133 Reduced 0.67%
19,791 $310,000
Q4 2017

Jan 30, 2018
BUY
N/A
19,924 New
19,924 $301,000
Q4 2017

Jan 26, 2018
SELL
N/A
-19,924 Closed
0 $0
Q3 2017

Nov 08, 2017
BUY
N/A
19,924
19,924 $283,000
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