Summit Wealth & Retirement Planning, Inc. Vaneck ETF Tr Fallen Angel Hig Transaction History

Summit Wealth & Retirement Planning, Inc.

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 11, 2023	BUY	$27.06 - $28.29 $27,736 - $28,997	1,025 Added 12.54%	9,196 $257,000
Q4 2022 Feb 09, 2023	SELL	$25.95 - $27.75 $1.72 Million - $1.83 Million	-66,117 Reduced 89.0%	8,171 $221,000
Q2 2022 Aug 02, 2022	BUY	$26.53 - $30.53 $6,499 - $7,479	245 Added 0.33%	74,288 $2.01 Million
Q1 2022 May 12, 2022	BUY	$29.63 - $32.87 $149,631 - $165,993	5,050 Added 7.32%	74,043 $2.25 Million
Q4 2021 Feb 03, 2022	SELL	$32.36 - $33.41 $24,075 - $24,857	-744 Reduced 1.07%	68,993 $2.28 Million
Q3 2021 Nov 12, 2021	SELL	$32.72 - $33.43 $171,060 - $174,772	-5,228 Reduced 6.97%	69,737 $2.31 Million
Q2 2021 Aug 13, 2021	BUY	$31.92 - $32.9 $182,486 - $188,089	5,717 Added 8.26%	74,965 $2.47 Million
Q1 2021 May 10, 2021	BUY	$31.31 - $32.62 $112,027 - $116,714	3,578 Added 5.45%	69,248 $2.21 Million
Q4 2020 Feb 09, 2021	BUY	$29.66 - $32.18 $1.95 Million - $2.11 Million	65,670 New	65,670 $2.11 Million

365

76.4M

200

200

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