Safeguard Investment Advisory Group, LLC Dimensional ETF Tr Transaction History

Safeguard Investment Advisory Group, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 01, 2023	SELL	$31.45 - $33.77 $37,614 - $40,388	-1,196 Reduced 16.11%	6,226 $204,000
Q1 2023 May 04, 2023	SELL	$30.43 - $33.38 $272,713 - $299,151	-8,962 Reduced 54.7%	7,422 $239,000
Q4 2022 Jan 26, 2023	SELL	$25.88 - $31.1 $15,243 - $18,317	-589 Reduced 3.47%	16,384 $0
Q3 2022 Oct 25, 2022	BUY	$25.71 - $30.57 $68,002 - $80,857	2,645 Added 18.46%	16,973 $437,000
Q2 2022 Jul 20, 2022	BUY	$28.66 - $33.84 $410,640 - $484,859	14,328 New	14,328 $479,000
Q1 2022 May 04, 2022	SELL	$30.75 - $35.49 $429,915 - $496,185	-13,981 Closed	0 $0
Q4 2021 Feb 03, 2022	BUY	$31.61 - $34.21 $76,432 - $82,719	2,418 Added 20.91%	13,981 $458,000
Q3 2021 Oct 20, 2021	BUY	$32.25 - $33.65 $372,906 - $389,094	11,563 New	11,563 $378,000

559

193M

Get notified when there are updates to the investment portfolio of Safeguard Investment Advisory Group, LLC, based on Form 13F filings with the SEC.

Stay updated on Safeguard Investment Advisory Group, LLC with notifications on news.