Wealth Plan Investment Management, LLC Vanguard Ftse All World Ex Us Transaction History

Wealth Plan Investment Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 09, 2023	BUY	$51.66 - $56.47 $397,730 - $434,762	7,699 New	7,699 $399,000
Q1 2023 May 08, 2023	SELL	$50.42 - $55.03 $503,090 - $549,089	-9,978 Reduced 87.16%	1,470 $78,000
Q4 2022 Feb 15, 2023	SELL	$44.03 - $52.21 $9,774 - $11,590	-222 Reduced 1.9%	11,448 $574,000
Q3 2022 Dec 12, 2022	SELL	$44.35 - $52.71 $27,230 - $32,363	-614 Reduced 5.0%	11,670 $597,000
Q1 2022 Sep 07, 2022	BUY	$53.45 - $62.56 $656,579 - $768,487	12,284 New	12,284 $661,000

1,276

302M

33.4K

4.3K

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