Vertex Planning Partners, LLC Pimco ETF Tr 25+ Yr Zero Cpn U Transaction History

Vertex Planning Partners, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 14, 2023	SELL	$72.44 - $91.19 $160,744 - $202,350	-2,219 Reduced 6.24%	33,343 $2.43 Billion
Q2 2023 Aug 14, 2023	BUY	$87.31 - $97.73 $83,031 - $92,941	951 Added 2.75%	35,562 $3.27 Billion
Q1 2023 May 16, 2023	BUY	$88.41 - $98.6 $453,189 - $505,423	5,126 Added 17.39%	34,611 $3.31 Billion
Q4 2022 Feb 06, 2023	BUY	$78.17 - $101.71 $2.3 Million - $3 Million	29,485 New	29,485 $2.57 Billion

148

9.31M

209K

483K

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