Summit Wealth & Retirement Planning, Inc. Vanguard Bd Index Fd Inc Short Transaction History

Summit Wealth & Retirement Planning, Inc.

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 01, 2024	BUY	$74.64 - $77.03 $577,265 - $595,750	7,734 Added 70.15%	18,759 $1.44 Million
Q3 2023 Oct 25, 2023	SELL	$74.97 - $75.93 $3,973 - $4,024	-53 Reduced 0.48%	11,025 $828,000
Q2 2023 Jul 26, 2023	SELL	$75.52 - $76.97 $83,827 - $85,436	-1,110 Reduced 9.11%	11,078 $837,000
Q1 2023 May 11, 2023	SELL	$74.67 - $76.76 $46,444 - $47,744	-622 Reduced 4.86%	12,188 $932,000
Q4 2022 Feb 09, 2023	SELL	$74.07 - $75.87 $2.66 Million - $2.73 Million	-35,940 Reduced 73.72%	12,810 $964,000
Q3 2022 Nov 10, 2022	BUY	$74.52 - $77.47 $3.06 Million - $3.19 Million	41,122 Added 539.09%	48,750 $3.65 Million
Q2 2022 Aug 02, 2022	BUY	$75.68 - $77.74 $577,287 - $593,000	7,628 New	7,628 $586,000

1,239

376M

96.7K

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