Summit Wealth & Retirement Planning, Inc. Vanguard Index Fds S&P 500 ETF Transaction History

Summit Wealth & Retirement Planning, Inc.

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2021 Aug 13, 2021	SELL	$368.16 - $394.32 $1.19 Million - $1.27 Million	-3,222 Closed	0 $0
Q1 2021 May 10, 2021	BUY	$339.03 - $365.24 $283,429 - $305,340	836 Added 35.04%	3,222 $1.17 Million
Q3 2020 Nov 10, 2020	BUY	$285.37 - $328.74 $192,339 - $221,570	674 Added 39.37%	2,386 $734,000
Q2 2020 Aug 13, 2020	BUY	$226.15 - $297.17 $387,168 - $508,755	1,712 New	1,712 $485,000

3,154

395M

2.09M

2.68M

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