|
Lou Barletta
|
house |
AXA 500 Managed Volatility E |
AXV5 |
FUND |
Annuity Auto Rebalance
|
March 7, 2016 |
$$15,001 - $50,000 |
May 23, 2016 |
|
Lou Barletta
|
house |
Vanguard Total International Stock ETF (VXUS) |
VXUS |
ETF |
Purchase
|
Feb. 18, 2016 |
$$1,001 - $15,000 |
Feb. 22, 2016 |
|
Lou Barletta
|
house |
SPdR S&P dividend ETF (SdY) |
SDY |
ETF |
S
|
Feb. 18, 2016 |
$$1,001 - $15,000 |
Feb. 22, 2016 |
|
Lou Barletta
|
house |
Vanguard Small-Cap ETF - dNQ (VB) |
VB |
ETF |
Sale
|
Feb. 18, 2016 |
$$1,001 - $15,000 |
Feb. 22, 2016 |
|
Lou Barletta
|
house |
Vanguard Short-Term Corporate Bond ETF (VCSH) |
VCSH |
ETF |
Purchase
|
Feb. 18, 2016 |
$$1,001 - $15,000 |
Feb. 22, 2016 |
|
Lou Barletta
|
house |
Vanguard Mega Cap growth ETF (MgK) |
MGK |
ETF |
P
|
Feb. 18, 2016 |
$$1,001 - $15,000 |
Feb. 22, 2016 |
|
Lou Barletta
|
house |
Vanguard Intermediate-Term Corporate Bond ETF (VCIT) |
VCIT |
ETF |
P
|
Feb. 18, 2016 |
$$1,001 - $15,000 |
Feb. 22, 2016 |
|
Lou Barletta
|
house |
Vanguard High dividend Yield ETF - dNQ (VYM) |
VYM |
ETF |
S
|
Feb. 18, 2016 |
$$1,001 - $15,000 |
Feb. 22, 2016 |
|
Lou Barletta
|
house |
PowerShares QQQ Trust, Series 1 (QQQ) |
QQQ |
ETF |
S
|
Feb. 18, 2016 |
$$1,001 - $15,000 |
Feb. 22, 2016 |
|
Lou Barletta
|
house |
Leucadia National Corporation (LUK) |
LUK |
STOCK |
S
|
Feb. 18, 2016 |
$$1,001 - $15,000 |
Feb. 22, 2016 |
|
Lou Barletta
|
house |
Crimson Wine group Ltd. (CWgL) |
|
PRIVATE EQUITY |
S
|
Feb. 18, 2016 |
$$1,001 - $15,000 |
Feb. 22, 2016 |
|
Lou Barletta
|
house |
Vanguard Mid-Cap ETF - dNQ (Vo) |
VO |
ETF |
Sale
|
Feb. 18, 2016 |
$$1,001 - $15,000 |
Feb. 22, 2016 |
|
Lou Barletta
|
house |
AXA 2000 Managed Volatility Portfolio |
|
FUND |
S
|
Feb. 16, 2016 |
$$1,001 - $15,000 |
March 9, 2016 |
|
Lou Barletta
|
house |
Intermediate government Bond P |
IEF |
BOND |
Annuity Rebalance
|
Feb. 16, 2016 |
$$1,001 - $15,000 |
March 9, 2016 |
|
Lou Barletta
|
house |
AXA 500 Managed Volatility Portfolio S |
|
FUND |
Annuity Rebalance
|
Feb. 16, 2016 |
$$1,001 - $15,000 |
March 9, 2016 |
|
Lou Barletta
|
house |
AXA International Managed Volatility S Portfolio |
|
FUND |
Annuity Rebalance
|
Feb. 16, 2016 |
$$1,001 - $15,000 |
March 9, 2016 |
|
Lou Barletta
|
house |
AXA 400 Managed Volatility Portfolio |
|
FUND |
S
|
Feb. 16, 2016 |
$$1,001 - $15,000 |
March 9, 2016 |
|
Lou Barletta
|
house |
Vanguard Small-Cap ETF - dNQ (VB) |
VB |
ETF |
Purchase
|
Feb. 10, 2016 |
$$1,001 - $15,000 |
Feb. 22, 2016 |
|
Lou Barletta
|
house |
Vanguard Mid-Cap ETF - dNQ (Vo) |
VO |
ETF |
Purchase
|
Feb. 10, 2016 |
$$1,001 - $15,000 |
Feb. 22, 2016 |
|
Lou Barletta
|
house |
AXA 2000 Managed Volatility Portfolio |
|
FUND |
S
|
Feb. 8, 2016 |
$$15,001 - $50,000 |
March 9, 2016 |
|
Lou Barletta
|
house |
AXA 2000 Managed Volatility Portfolio |
|
FUND |
S
|
Feb. 8, 2016 |
$$1,001 - $15,000 |
March 9, 2016 |
|
Lou Barletta
|
house |
AXA International Managed Volatility S |
AXMV |
FUND |
Annuity Rebalancing
|
Feb. 8, 2016 |
$$1,001 - $15,000 |
March 9, 2016 |
|
Lou Barletta
|
house |
AXA International Managed Volatility S |
AXMV |
FUND |
Annuity Rebalance
|
Feb. 8, 2016 |
$$1,001 - $15,000 |
March 9, 2016 |
|
Lou Barletta
|
house |
Intermediate government Bond P |
IEF |
BOND |
Annuity Rebalance
|
Feb. 8, 2016 |
$$50,001 - $100,000 |
March 9, 2016 |
|
Lou Barletta
|
house |
AXA 500 Managed Volatility Portfolio S |
|
FUND |
Annuity rebalance
|
Feb. 8, 2016 |
$$15,001 - $50,000 |
March 9, 2016 |