Morton Brown Family Wealth, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Morton Brown Family Wealth, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 23, 2024	BUY	$50.36 - $51.06 $1,964 - $1,991	39 Added 4.14%	982 $49,000
Q4 2022 Feb 01, 2023	SELL	$47.5 - $50.06 $82,080 - $86,503	-1,728 Reduced 64.69%	943 $46,000
Q3 2022 Oct 31, 2022	BUY	$48.11 - $51.14 $124,941 - $132,810	2,597 Added 3509.46%	2,671 $129,000
Q1 2022 Apr 20, 2022	SELL	$51.44 - $54.88 $63,785 - $68,051	-1,240 Reduced 94.37%	74 $4,000
Q4 2021 Feb 11, 2022	BUY	$54.5 - $55.03 $71,613 - $72,309	1,314 New	1,314 $72,000

1,200

512M

39.6K

85.7K

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