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

Summit Wealth & Retirement Planning, Inc.

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 02, 2022	SELL	$21.99 - $23.31 $11,214 - $11,888	-510 Reduced 0.75%	67,921 $1.53 Million
Q1 2022 May 12, 2022	SELL	$22.96 - $25.13 $26,426 - $28,924	-1,151 Reduced 1.65%	68,431 $1.59 Million
Q4 2021 Feb 03, 2022	BUY	$24.9 - $25.26 $19,272 - $19,551	774 Added 1.12%	69,582 $1.75 Million
Q3 2021 Nov 12, 2021	SELL	$25.1 - $25.6 $227,280 - $231,808	-9,055 Reduced 11.63%	68,808 $1.73 Million
Q2 2021 Aug 13, 2021	SELL	$24.97 - $25.45 $59,977 - $61,130	-2,402 Reduced 2.99%	77,863 $1.98 Million
Q1 2021 May 10, 2021	BUY	$24.75 - $25.34 $585,461 - $599,417	23,655 Added 41.79%	80,265 $2.01 Million
Q4 2020 Feb 09, 2021	BUY	$24.05 - $24.99 $75,228 - $78,168	3,128 Added 5.85%	56,610 $1.4 Million
Q3 2020 Nov 10, 2020	BUY	$23.77 - $24.48 $9,270 - $9,547	390 Added 0.73%	53,482 $1.3 Million
Q2 2020 Aug 13, 2020	SELL	$21.35 - $23.86 $57,794 - $64,589	-2,707 Reduced 4.85%	53,092 $1.27 Million
Q1 2020 May 11, 2020	BUY	$17.75 - $25.87 $33,902 - $49,411	1,910 Added 3.54%	55,799 $1.26 Million
Q4 2019 Feb 10, 2020	BUY	$25.01 - $25.29 $105,167 - $106,344	4,205 Added 8.46%	53,889 $1.36 Million
Q3 2019 Nov 12, 2019	BUY	$25.07 - $25.24 $141,545 - $142,505	5,646 Added 12.82%	49,684 $1.25 Million
Q2 2019 Aug 06, 2019	SELL	N/A	-15,487 Reduced 26.02%	44,038 $1.1 Million
Q1 2019 May 08, 2019	BUY	N/A	2,000 Added 3.48%	59,525 $1.47 Million
Q4 2018 Feb 08, 2019	BUY	N/A	57,525 New	57,525 $1.39 Million

124

8.99M

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