Selective Wealth Management, Inc. Vanguard Specialized Funds Van Transaction History

Selective Wealth Management, Inc.

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 11, 2023	SELL	$78.4 - $83.98 $115,169 - $123,366	-1,469 Reduced 31.84%	3,145 $262,000
Q4 2022 Jan 23, 2023	SELL	$76.14 - $88.09 $84,667 - $97,956	-1,112 Reduced 19.42%	4,614 $0
Q3 2022 Oct 21, 2022	SELL	$79.28 - $102.13 $40,670 - $52,392	-513 Reduced 8.22%	5,726 $459,000
Q2 2022 Jul 28, 2022	BUY	$87.04 - $112.5 $90,695 - $117,225	1,042 Added 20.05%	6,239 $568,000
Q1 2022 Apr 20, 2022	BUY	$99.96 - $115.1 $416,533 - $479,621	4,167 Added 404.56%	5,197 $563,000
Q4 2021 Jan 18, 2022	BUY	$102.53 - $116.01 $922 - $1,044	9 Added 0.88%	1,030 $120,000
Q3 2021 Oct 27, 2021	BUY	$101.78 - $110.92 $610 - $665	6 Added 0.59%	1,021 $104,000
Q2 2021 Aug 04, 2021	BUY	$93.53 - $105.5 $748 - $844	8 Added 0.79%	1,015 $0
Q1 2021 Apr 09, 2021	SELL	$81.97 - $92.98 $2,131 - $2,417	-26 Reduced 2.52%	1,007 $93,000
Q4 2020 Jan 22, 2021	BUY	$76.08 - $86.67 $4,108 - $4,680	54 Added 5.52%	1,033 $88,000
Q3 2020 Oct 21, 2020	BUY	$76.31 - $83.64 $763 - $836	10 Added 1.03%	979 $77,000
Q1 2020 Apr 16, 2020	BUY	$56.91 - $99.57 $455 - $796	8 Added 0.83%	969 $67,000
Q4 2019 Jan 10, 2020	SELL	$90.14 - $95.25 $270 - $285	-3 Reduced 0.31%	961 $89,000
Q3 2019 Oct 29, 2019	BUY	$91.64 - $93.61 $88,340 - $90,240	964 New	964 $90,000
Q1 2019 Apr 04, 2019	SELL	N/A	-39 Closed	0 $0
Q3 2018 Oct 12, 2018	BUY	N/A	39 New	39 $3,000

1,825

241M

1.22M

1.53M

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