Summit Wealth & Retirement Planning, Inc. Vaneck High Yield Muni ETF Transaction History

Summit Wealth & Retirement Planning, Inc.

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 11, 2023	SELL	$50.65 - $52.87 $251,983 - $263,028	-4,975 Reduced 55.69%	3,958 $204,000
Q4 2022 Feb 09, 2023	SELL	$48.5 - $52.5 $105,099 - $113,767	-2,167 Reduced 19.52%	8,933 $452,000
Q2 2022 Aug 02, 2022	BUY	$51.24 - $57.32 $8,967 - $10,031	175 Added 1.6%	11,100 $598,000
Q1 2022 May 12, 2022	SELL	$57.28 - $62.28 $20,048 - $21,798	-350 Reduced 3.1%	10,925 $627,000
Q4 2020 Feb 09, 2021	SELL	$59.32 - $61.69 $74,150 - $77,112	-1,250 Reduced 9.98%	11,275 $694,000
Q2 2020 Aug 13, 2020	SELL	$50.76 - $59.28 $64,719 - $75,582	-1,275 Reduced 9.24%	12,525 $742,000
Q1 2020 May 11, 2020	SELL	$42.46 - $66.14 $55,198 - $85,982	-1,300 Reduced 8.61%	13,800 $721,000
Q2 2019 Aug 06, 2019	BUY	N/A	500 Added 3.42%	15,100 $963,000
Q4 2018 Feb 08, 2019	BUY	N/A	14,600 New	14,600 $891,000

345

38.9M

24.1K

69.8K

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