Capital Planning Advisors, LLC Vanguard Mega Cap ETF Transaction History

Capital Planning Advisors, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2021 Aug 13, 2021	SELL	$141.79 - $152.34 $630,965 - $677,913	-4,450 Closed	0 $0
Q1 2021 Apr 30, 2021	SELL	$131.66 - $140.5 $50,030 - $53,390	-380 Reduced 7.87%	4,450 $624,000
Q2 2020 Aug 06, 2020	SELL	$87.02 - $113.73 $31,066 - $40,601	-357 Reduced 6.88%	4,830 $529,000
Q4 2018 Feb 13, 2019	BUY	N/A	357 Added 7.39%	5,187 $451,000
Q3 2018 Nov 14, 2018	BUY	N/A	4,830 New	4,830 $485,000
Q2 2018 Aug 08, 2018	SELL	N/A	-4,830 Closed	0 $0
Q1 2018 May 15, 2018	SELL	N/A	-1,000 Reduced 17.15%	4,830 $438,000
Q3 2017 Nov 09, 2017	BUY	N/A	5,830	5,830 $503,000

454

15.3M

14.2K

1.3K

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