Grand Wealth Management, LLC Vanguard World Fd Esg U.S. Sto Transaction History

Grand Wealth Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 06, 2023	SELL	$62.41 - $70.74 $11,608 - $13,157	-186 Reduced 22.01%	659 $43,000
Q3 2022 Nov 08, 2022	SELL	$62.91 - $76.54 $199,110 - $242,249	-3,165 Reduced 78.93%	845 $53,000
Q2 2022 Aug 25, 2022	BUY	$63.97 - $82.17 $189,671 - $243,634	2,965 Added 283.73%	4,010 $266,000
Q1 2022 Aug 25, 2022	SELL	$74.15 - $88.3 $28,992 - $34,525	-391 Reduced 27.23%	1,045 $85,000
Q4 2021 Aug 25, 2022	BUY	$79.7 - $88.45 $114,449 - $127,014	1,436 New	1,436 $126,000

545

27.3M

700

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