Partners In Financial Planning Vanguard Wellington Fd U S Val Transaction History

Partners In Financial Planning

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 May 05, 2025	SELL	$91.07 - $108.95 $221,573 - $265,075	-2,433 Closed	0 $0
Q1 2022 May 05, 2025	BUY	$101.78 - $109.95 $3,053 - $3,298	30 Added 1.25%	2,433 $252 Million
Q4 2021 May 05, 2025	BUY	$98.41 - $107.31 $236,479 - $257,865	2,403 New	2,403 $254 Million
Q3 2021 May 05, 2025	BUY	$93.63 - $101.52 $3,464 - $3,756	37 Added 1.84%	2,049 $203 Million
Q2 2021 May 05, 2025	BUY	$94.91 - $103.91 $190,958 - $209,066	2,012 New	2,012 $201 Million

103

2.59M

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