Rockbridge Investment Management, Lcc Vanguard Russell 1000 Growth E Transaction History

Rockbridge Investment Management, Lcc

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 14, 2024	SELL	$66.09 - $78.32 $262,046 - $310,538	-3,965 Closed	0 $0
Q2 2022 May 28, 2024	SELL	$54.1 - $72.84 $214,506 - $288,810	-3,965 Closed	0 $0
Q1 2022 May 28, 2024	BUY	$63.45 - $79.12 $251,579 - $313,710	3,965 New	3,965 $0
Q4 2021 Feb 14, 2022	SELL	$69.67 - $79.55 $23,339 - $26,649	-335 Reduced 7.79%	3,965 $311,000
Q2 2021 Aug 05, 2021	BUY	$62.94 - $69.93 $270,642 - $300,699	4,300 New	4,300 $300,000

667

141M

28.8K

2.3K

Get notified when there are updates to the investment portfolio of Rockbridge Investment Management, Lcc, based on Form 13F filings with the SEC.

Stay updated on Rockbridge Investment Management, Lcc with notifications on news.