Peak Financial Advisors LLC Vanguard Mega Cap Value Transaction History

Peak Financial Advisors LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 10, 2023	SELL	$98.78 - $104.28 $4.49 Million - $4.74 Million	-45,407 Reduced 93.1%	3,365 $349,000
Q1 2023 Apr 18, 2023	SELL	$97.0 - $105.37 $40,061 - $43,517	-413 Reduced 0.84%	48,772 $4.93 Million
Q4 2022 Jan 12, 2023	BUY	$90.82 - $106.81 $176,281 - $207,318	1,941 Added 4.11%	49,185 $5.06 Billion
Q3 2022 Oct 26, 2022	SELL	$89.91 - $103.89 $151,048 - $174,535	-1,680 Reduced 3.43%	47,244 $4.25 Million
Q2 2022 Jul 14, 2022	SELL	$93.26 - $109.21 $81,415 - $95,340	-873 Reduced 1.75%	48,924 $4.71 Million
Q1 2022 Apr 22, 2022	BUY	$101.98 - $109.31 $5.08 Million - $5.44 Million	49,797 New	49,797 $5.34 Million

484

75.1M

2.5K

400

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