Rockbridge Investment Management, Lcc Vanguard S&P 500 Growth ETF Transaction History

Rockbridge Investment Management, Lcc

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 14, 2024	SELL	$237.26 - $272.04 $139,983 - $160,503	-590 Reduced 82.17%	128 $34.7 Million
Q3 2022 May 28, 2024	SELL	$208.55 - $257.67 $26,694 - $32,981	-128 Closed	0 $0
Q2 2022 May 28, 2024	SELL	$209.99 - $280.55 $123,894 - $165,524	-590 Reduced 82.17%	128 $0
Q1 2022 May 28, 2024	BUY	$246.31 - $304.02 $176,850 - $218,286	718 New	718 $0
Q4 2021 Feb 14, 2022	BUY	$263.97 - $305.94 $13,726 - $15,908	52 Added 7.81%	718 $217,000
Q4 2020 Mar 04, 2021	BUY	$202.29 - $230.08 $25,893 - $29,450	128 Added 23.79%	666 $153,000
Q3 2020 Nov 03, 2020	BUY	$188.86 - $225.18 $17,375 - $20,716	92 Added 20.63%	538 $112,000
Q2 2020 Aug 20, 2020	BUY	$142.38 - $189.44 $63,501 - $84,490	446 New	446 $83,000

541

11.2M

27K

31.3K

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