Wealth Plan Partners, LLC Vanguard Mid Cap Value Index F Transaction History

Wealth Plan Partners, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 07, 2024	BUY	$141.07 - $155.91 $186,212 - $205,801	1,320 New	1,320 $206 Million
Q2 2023 Jul 31, 2023	SELL	$127.92 - $138.38 $11,384 - $12,315	-89 Reduced 6.09%	1,372 $190 Million
Q4 2022 Feb 16, 2023	SELL	$122.51 - $142.75 $39,203 - $45,680	-320 Reduced 17.97%	1,461 $211 Million
Q1 2022 May 03, 2022	BUY	$140.72 - $152.6 $33,913 - $36,776	241 Added 15.65%	1,781 $253,000
Q4 2021 Feb 01, 2022	SELL	$140.47 - $150.69 $13,063 - $14,014	-93 Reduced 5.7%	1,540 $225,000
Q3 2021 Dec 09, 2021	BUY	$135.17 - $146.62 $220,732 - $239,430	1,633 New	1,633 $0

1,105

68.1M

28.7K

1.8K

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