Hb Wealth Management, LLC Vanguard S&P 500 Growth ETF Transaction History

Hb Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 26, 2024	BUY	$286.24 - $337.0 $212,676 - $250,391	743 New	743 $247,000
Q4 2023 Jan 16, 2024	BUY	$237.26 - $272.04 $25,386 - $29,108	107 Added 8.32%	1,393 $377,000
Q3 2023 Oct 13, 2023	SELL	$246.27 - $261.87 $1,970 - $2,094	-8 Reduced 0.62%	1,286 $317,000
Q2 2023 Jul 13, 2023	SELL	$227.98 - $254.09 $366,363 - $408,322	-1,607 Reduced 55.39%	1,294 $328,000
Q1 2023 Apr 13, 2023	BUY	$206.5 - $230.48 $261,016 - $291,326	1,264 Added 77.21%	2,901 $668,000
Q4 2022 Jan 20, 2023	BUY	$204.56 - $229.3 $334,864 - $375,364	1,637 New	1,637 $0

544

11.3M

27K

31.3K

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