Fiduciary Planning LLC Vanguard Energy ETF Transaction History

Fiduciary Planning LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 26, 2023	SELL	$110.08 - $130.52 $452,208 - $536,176	-4,108 Reduced 71.21%	1,661 $210,000
Q1 2023 May 01, 2023	BUY	$106.22 - $128.7 $43,125 - $52,252	406 Added 7.57%	5,769 $658,000
Q4 2022 Feb 06, 2023	BUY	$107.13 - $131.88 $574,538 - $707,272	5,363 New	5,363 $650,000
Q2 2021 Aug 06, 2021	SELL	$65.04 - $78.97 $20,877 - $25,349	-321 Closed	0 $0
Q4 2020 Feb 10, 2021	BUY	$37.58 - $56.62 $12,063 - $18,175	321 New	321 $17,000

674

21.9M

101K

18.9K

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