Stonebridge Financial Planning Group, LLC Vanguard Financial ETF Transaction History

Stonebridge Financial Planning Group, LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 03, 2023	BUY	$74.95 - $90.64 $208,061 - $251,616	2,776 New	2,776 $216,000
Q1 2022 May 10, 2022	SELL	$87.26 - $101.75 $130,017 - $151,607	-1,490 Closed	0 $0
Q4 2021 Feb 02, 2022	BUY	$92.72 - $100.95 $61,195 - $66,627	660 Added 79.52%	1,490 $141,000
Q3 2021 Nov 08, 2021	BUY	$86.32 - $96.09 $21,580 - $24,022	250 Added 43.1%	830 $84,000
Q2 2021 Jul 28, 2021	BUY	$85.53 - $94.49 $23,948 - $26,457	280 Added 93.33%	580 $53,000
Q1 2021 May 06, 2021	BUY	$71.74 - $86.71 $7,173 - $8,671	100 Added 50.0%	300 $26,000
Q3 2020 Oct 26, 2020	SELL	$55.49 - $62.22 $30,519 - $34,221	-550 Reduced 73.33%	200 $12,000
Q2 2020 Jul 24, 2020	SELL	$47.38 - $65.88 $4,738 - $6,588	-100 Reduced 11.76%	750 $42,000
Q4 2019 Feb 07, 2020	BUY	$66.8 - $76.51 $56,780 - $65,033	850 New	850 $65,000

685

52.2M

45K

10.5K

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