Stonebridge Financial Planning Group, LLC Vaneck ETF Tr Biotech ETF Transaction History

Stonebridge Financial Planning Group, LLC

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 07, 2023	SELL	$152.6 - $165.22 $19,075 - $20,652	-125 Reduced 8.5%	1,345 $209,000
Q2 2023 Aug 11, 2023	SELL	$154.15 - $167.37 $19,268 - $20,921	-125 Reduced 7.84%	1,470 $229,000
Q1 2023 May 03, 2023	SELL	$151.32 - $169.5 $58,258 - $65,257	-385 Reduced 19.44%	1,595 $258,000
Q4 2022 Jan 18, 2023	SELL	$142.49 - $170.13 $8,549 - $10,207	-60 Reduced 2.94%	1,980 $0
Q3 2022 Oct 31, 2022	SELL	$136.76 - $163.51 $110,775 - $132,443	-810 Reduced 28.42%	2,040 $287,000
Q2 2022 Aug 01, 2022	SELL	$132.48 - $167.33 $249,062 - $314,580	-1,880 Reduced 39.75%	2,850 $416,000
Q1 2022 May 10, 2022	SELL	$148.02 - $186.49 $373,898 - $471,073	-2,526 Reduced 34.81%	4,730 $767,000
Q4 2021 Feb 02, 2022	SELL	$182.1 - $202.87 $225,804 - $251,558	-1,240 Reduced 14.6%	7,256 $1.17 Million
Q3 2021 Nov 08, 2021	BUY	$195.25 - $220.75 $106,411 - $120,308	545 Added 6.85%	8,496 $1.72 Million
Q2 2021 Jul 28, 2021	BUY	$173.72 - $201.85 $157,216 - $182,674	905 Added 12.84%	7,951 $1.58 Million
Q1 2021 May 06, 2021	BUY	$167.43 - $195.8 $41,857 - $48,950	250 Added 3.68%	7,046 $1.24 Million
Q4 2020 Jan 27, 2021	BUY	$152.3 - $177.17 $47,365 - $55,099	311 Added 4.8%	6,796 $1.15 Million
Q3 2020 Oct 26, 2020	BUY	$150.86 - $177.04 $978,327 - $1.15 Million	6,485 New	6,485 $1.06 Million

127

2.09M

12.5K

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