Ml & R Wealth Management LLC Vanguard Value ETF Transaction History

Ml & R Wealth Management LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 09, 2024	BUY	$131.82 - $149.95 $7,381 - $8,397	56 Added 3.27%	1,767 $264,000
Q3 2023 Nov 02, 2023	BUY	$137.93 - $147.18 $31,310 - $33,409	227 Added 15.3%	1,711 $235,000
Q2 2023 Aug 08, 2023	SELL	$134.74 - $142.42 $5,793 - $6,124	-43 Reduced 2.82%	1,484 $210,000
Q1 2023 May 05, 2023	BUY	$132.13 - $144.96 $1,981 - $2,174	15 Added 0.99%	1,527 $210,000
Q4 2022 Feb 06, 2023	SELL	$124.69 - $146.24 $330,303 - $387,389	-2,649 Reduced 63.66%	1,512 $212,000
Q3 2022 Oct 26, 2022	BUY	$123.48 - $143.43 $324,258 - $376,647	2,626 Added 171.07%	4,161 $514,000
Q2 2022 Jul 25, 2022	BUY	$128.01 - $150.8 $196,495 - $231,478	1,535 New	1,535 $202,000

2,529

543M

539K

93.6K

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