Summit Wealth & Retirement Planning, Inc. Vaneck ETF Tr Emerging Markets Transaction History

Summit Wealth & Retirement Planning, Inc.

$300 Million
Q3 2024

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 11, 2023	SELL	$18.1 - $19.1 $577,444 - $609,347	-31,903 Reduced 30.56%	72,491 $1.34 Million
Q4 2022 Feb 09, 2023	BUY	$16.3 - $18.47 $815,326 - $923,869	50,020 Added 91.99%	104,394 $1.9 Million
Q3 2022 Nov 10, 2022	SELL	$16.68 - $18.08 $6,672 - $7,231	-400 Reduced 0.73%	54,374 $917,000
Q2 2022 Aug 02, 2022	SELL	$17.77 - $20.23 $28,947 - $32,954	-1,629 Reduced 2.89%	54,774 $974,000
Q1 2022 May 12, 2022	SELL	$19.12 - $22.31 $42,733 - $49,862	-2,235 Reduced 3.81%	56,403 $1.14 Million
Q4 2021 Feb 03, 2022	SELL	$22.19 - $23.09 $680,678 - $708,285	-30,675 Reduced 34.35%	58,638 $1.31 Million
Q3 2021 Nov 12, 2021	SELL	$23.2 - $23.85 $152,795 - $157,076	-6,586 Reduced 6.87%	89,313 $2.07 Million
Q2 2021 Aug 13, 2021	SELL	$23.56 - $23.95 $81,022 - $82,364	-3,439 Reduced 3.46%	95,899 $2.29 Million
Q1 2021 May 10, 2021	BUY	$23.43 - $24.01 $202,856 - $207,878	8,658 Added 9.55%	99,338 $2.35 Million
Q4 2020 Feb 09, 2021	SELL	$22.51 - $23.97 $102,915 - $109,590	-4,572 Reduced 4.8%	90,680 $2.17 Million
Q3 2020 Nov 10, 2020	BUY	$22.33 - $23.36 $19,695 - $20,603	882 Added 0.93%	95,252 $2.17 Million
Q2 2020 Aug 13, 2020	SELL	$18.79 - $22.53 $138,294 - $165,820	-7,360 Reduced 7.23%	94,370 $2.1 Million
Q1 2020 May 11, 2020	BUY	$16.65 - $24.31 $49,866 - $72,808	2,995 Added 3.03%	101,730 $2.03 Million
Q4 2019 Feb 10, 2020	SELL	$23.05 - $23.98 $39,046 - $40,622	-1,694 Reduced 1.69%	98,735 $2.34 Million
Q3 2019 Nov 12, 2019	BUY	$23.04 - $23.21 $322,560 - $324,940	14,000 Added 16.2%	100,429 $2.33 Million
Q2 2019 Aug 06, 2019	BUY	N/A	47,375 Added 121.31%	86,429 $2.06 Million
Q4 2018 Feb 08, 2019	BUY	N/A	39,054 New	39,054 $874,000

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