Mission Wealth Management, LP Vanguard Transaction History

Mission Wealth Management, LP

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 30, 2024	SELL	$57.88 - $58.54 $68,182 - $68,960	-1,178 Reduced 14.02%	7,223 $419,000
Q4 2023 Feb 05, 2024	SELL	$57.34 - $58.41 $456,025 - $464,534	-7,953 Reduced 48.63%	8,401 $490,000
Q3 2023 Oct 23, 2023	SELL	$57.47 - $57.91 $539,873 - $544,006	-9,394 Reduced 36.48%	16,354 $941,000
Q2 2023 Aug 04, 2023	SELL	$57.72 - $58.69 $445,887 - $453,380	-7,725 Reduced 23.08%	25,748 $1.49 Million
Q1 2023 Apr 07, 2023	SELL	$57.32 - $58.77 $63.7 Million - $65.3 Million	-1,111,308 Reduced 97.08%	33,473 $1.96 Million
Q4 2022 Feb 02, 2023	BUY	$57.38 - $58.13 $65.7 Million - $66.5 Million	1,144,781 New	1,144,781 $66.2 Million

919

231M

21.5K

32.6K

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

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