Pathstone Family Office, LLC Vanguard Wellington Fd U S Mom Transaction History

Pathstone Family Office, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2021 May 14, 2021	SELL	$111.4 - $133.38 $34,199 - $40,947	-307 Closed	0 $0
Q4 2020 Feb 16, 2021	BUY	$92.68 - $115.55 $28,452 - $35,473	307 New	307 $35,000
Q2 2020 Aug 14, 2020	SELL	$62.68 - $86.11 $75,905 - $104,279	-1,211 Closed	0 $0
Q1 2020 May 07, 2020	SELL	$58.25 - $92.33 $57,201 - $90,668	-982 Reduced 44.78%	1,211 $81.8 Million
Q2 2019 Aug 14, 2019	BUY	N/A	2,193 New	2,193 $181,000
Q4 2018 Feb 14, 2019	SELL	N/A	-2,193 Closed	0 $0
Q2 2018 Aug 10, 2018	BUY	N/A	1,930 Added 733.84%	2,193 $178,000
Q1 2018 May 15, 2018	BUY	N/A	263 New	263 $20,000

105

2.55M

3.1K

700

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