Holistic Financial Partners Vanguard Specialized Funds Van Transaction History

Holistic Financial Partners

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2021 May 11, 2021	SELL	$81.97 - $92.98 $195,088 - $221,292	-2,380 Closed	0 $0
Q4 2020 Feb 10, 2021	BUY	$76.08 - $86.67 $181,070 - $206,274	2,380 New	2,380 $202,000
Q1 2020 May 05, 2020	SELL	$56.91 - $99.57 $126,624 - $221,543	-2,225 Closed	0 $0
Q3 2019 Nov 07, 2019	BUY	$91.64 - $93.61 $203,899 - $208,282	2,225 New	2,225 $208,000
Q2 2018 Aug 14, 2018	SELL	N/A	-2,232 Closed	0 $0
Q1 2018 May 14, 2018	BUY	N/A	7 Added 0.31%	2,232 $168,000
Q4 2017 Feb 09, 2018	BUY	N/A	2,225	2,225 $185,000

1,825

241M

1.22M

1.53M

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