Lyell Wealth Management, LP Vanguard Ftse Emerging Mkts Et Transaction History

Lyell Wealth Management, LP

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 04, 2022	SELL	$42.79 - $51.23 $293,239 - $351,079	-6,853 Closed	0 $0
Q4 2021 Feb 08, 2022	BUY	$47.81 - $52.33 $123,588 - $135,273	2,585 Added 60.57%	6,853 $339,000
Q3 2021 Nov 10, 2021	SELL	$49.35 - $54.02 $263,578 - $288,520	-5,341 Reduced 55.58%	4,268 $213,000
Q2 2021 Aug 09, 2021	SELL	$50.96 - $55.14 $143,860 - $155,660	-2,823 Reduced 22.71%	9,609 $522,000
Q1 2021 May 07, 2021	BUY	$50.34 - $56.49 $153,537 - $172,294	3,050 Added 32.51%	12,432 $647,000
Q4 2020 Feb 04, 2021	BUY	$43.14 - $50.24 $404,739 - $471,351	9,382 New	9,382 $470,000

2,232

1.28B

1.31M

1.74M

Get notified when there are updates to the investment portfolio of Lyell Wealth Management, LP, based on Form 13F filings with the SEC.

Stay updated on Lyell Wealth Management, LP with notifications on news.