Selective Wealth Management, Inc. Vanguard Bd Index Fd Inc Long Transaction History

Selective Wealth Management, Inc.

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Oct 21, 2022	SELL	$70.98 - $83.52 $6,388 - $7,516	-90 Reduced 5.41%	1,574 $113,000
Q2 2022 Jul 28, 2022	BUY	$76.82 - $91.91 $69,291 - $82,902	902 Added 118.37%	1,664 $133,000
Q1 2022 Apr 20, 2022	BUY	$89.51 - $101.14 $49,499 - $55,930	553 Added 264.59%	762 $70,000
Q4 2021 Jan 18, 2022	BUY	$100.51 - $106.41 $21,006 - $22,239	209 New	209 $22,000
Q3 2020 Oct 21, 2020	SELL	$111.25 - $117.53 $20,025 - $21,155	-180 Closed	0 $0
Q2 2020 Jul 15, 2020	BUY	$105.17 - $111.65 $18,930 - $20,097	180 New	180 $20,000

386

42.4M

27.4K

158K

Get notified when there are updates to the investment portfolio of Selective Wealth Management, Inc., based on Form 13F filings with the SEC.

Stay updated on Selective Wealth Management, Inc. with notifications on news.