Investments & Financial Planning, LLC Vanguard Small Cap Growth ETF Transaction History

Investments & Financial Planning, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 18, 2023	SELL	$210.59 - $239.48 $3,369 - $3,831	-16 Reduced 0.88%	1,797 $384,000
Q2 2023 Jul 18, 2023	SELL	$209.12 - $229.74 $21,957 - $24,122	-105 Reduced 5.47%	1,813 $416,000
Q1 2023 May 02, 2023	SELL	$198.77 - $233.54 $58,835 - $69,127	-296 Reduced 13.37%	1,918 $415,000
Q4 2022 Feb 28, 2023	SELL	$195.34 - $216.09 $4,102 - $4,537	-21 Reduced 0.94%	2,214 $443,000
Q2 2022 Aug 11, 2022	SELL	N/A	-26 Reduced 1.15%	2,235 $440,000

Q1 2022 May 09, 2022	BUY	N/A	19 Added 0.85%	2,261 $561,000
Q4 2021 Feb 11, 2022	BUY	N/A	2,242 New	2,242 $559,000

1,069

39.7M

45.9K

17.7K

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