Wealth Plan Partners, LLC Vanguard Sht Trm Inflt Prot Fd Transaction History

Wealth Plan Partners, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 05, 2024	SELL	$46.72 - $48.12 $55,596 - $57,262	-1,190 Reduced 11.41%	9,236 $439 Million
Q3 2023 Nov 01, 2023	BUY	$46.9 - $47.47 $10,974 - $11,107	234 Added 2.3%	10,426 $493 Million
Q4 2022 Feb 16, 2023	SELL	$46.71 - $48.22 $81,882 - $84,529	-1,753 Reduced 14.68%	10,192 $478 Million
Q1 2022 May 03, 2022	SELL	$50.6 - $52.11 $24,794 - $25,533	-490 Reduced 3.94%	11,945 $605,000
Q4 2021 Feb 01, 2022	SELL	$51.18 - $52.61 $62,951 - $64,710	-1,230 Reduced 9.0%	12,435 $635,000
Q3 2021 Dec 09, 2021	BUY	$51.92 - $52.8 $421,382 - $428,524	8,116 Added 146.26%	13,665 $0
Q2 2021 Aug 19, 2021	BUY	$51.54 - $52.44 $285,995 - $290,989	5,549 New	5,549 $291,000

758

140M

14.1K

7.6K

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