Plante Moran Financial Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History

Plante Moran Financial Advisors, LLC

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	BUY	$44.66 - $45.99 $0 - $0	0 New	0 $0
Q4 2021 Feb 09, 2022	SELL	$53.63 - $54.52 $1,018 - $1,035	-19 Closed	0 $0
Q2 2021 Aug 10, 2021	BUY	$53.9 - $54.6 $1,024 - $1,037	19 New	19 $1,000
Q2 2020 Aug 10, 2020	SELL	$54.35 - $56.24 $110,221 - $114,054	-2,028 Closed	0 $0
Q1 2020 May 07, 2020	BUY	$50.33 - $56.09 $17,716 - $19,743	352 Added 21.0%	2,028 $110,000
Q4 2019 Feb 14, 2020	BUY	$53.21 - $54.14 $89,179 - $90,738	1,676 New	1,676 $90,000
Q2 2019 Aug 13, 2019	SELL	N/A	-3,068 Closed	0 $0
Q1 2019 May 13, 2019	BUY	N/A	2,878 Added 1514.74%	3,068 $159,000
Q4 2018 Jan 29, 2019	BUY	N/A	190 New	190 $10,000
Q1 2018 May 01, 2018	SELL	N/A	-1,124 Closed	0 $0
Q4 2017 Feb 01, 2018	BUY	N/A	1,124	1,124 $58,000

627

81.7M

100

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