Erts Wealth Advisors, LLC Vanguard S&P Small Cap 600 Val Transaction History

Erts Wealth Advisors, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 23, 2024	SELL	$70.88 - $89.92 $38,346 - $48,646	-541 Reduced 14.51%	3,187 $282,000
Q3 2023 Oct 16, 2023	SELL	$76.16 - $87.03 $11,424 - $13,054	-150 Reduced 3.87%	3,728 $287,000
Q2 2023 Jul 17, 2023	BUY	$75.67 - $82.89 $17,404 - $19,064	230 Added 6.3%	3,878 $318,000
Q1 2023 Apr 18, 2023	BUY	$76.95 - $184.17 $131,122 - $313,825	1,704 Added 87.65%	3,648 $294,000
Q4 2022 Jan 27, 2023	BUY	$73.18 - $169.88 $142,261 - $330,246	1,944 New	1,944 $305,000
Q2 2022 Aug 08, 2022	BUY	$74.83 - $89.39 $121,074 - $144,633	1,618 New	1,618 $0

206

6.6M

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