Falcon Wealth Planning Vanguard Intermediate Term Tre Transaction History

Falcon Wealth Planning

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 16, 2024	SELL	$57.14 - $58.53 $10,856 - $11,120	-190 Reduced 4.56%	3,978 $231,000
Q1 2024 Apr 15, 2024	BUY	$58.07 - $59.52 $871 - $892	15 Added 0.36%	4,168 $244,000
Q4 2023 Jan 10, 2024	BUY	$56.15 - $59.51 $9,713 - $10,295	173 Added 4.35%	4,153 $246,000
Q2 2023 Jul 13, 2023	BUY	$58.61 - $60.65 $117 - $121	2 Added 0.05%	3,980 $233,000
Q3 2021 Oct 19, 2021	BUY	$67.44 - $68.68 $21,715 - $22,114	322 Added 8.81%	3,978 $269,000
Q2 2021 Aug 10, 2021	BUY	$67.21 - $68.13 $245,719 - $249,083	3,656 New	3,656 $248,000

753

387M

26.7K

12K

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