Summit Wealth & Retirement Planning, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History

Summit Wealth & Retirement Planning, Inc.

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 25, 2023	SELL	$48.03 - $50.5 $477,946 - $502,525	-9,951 Reduced 8.81%	103,017 $4.96 Million
Q2 2023 Jul 26, 2023	SELL	$49.5 - $51.06 $775,269 - $799,701	-15,662 Reduced 12.18%	112,968 $5.67 Million
Q1 2023 May 11, 2023	SELL	$49.32 - $51.02 $637,313 - $659,280	-12,922 Reduced 9.13%	128,630 $6.52 Million
Q4 2022 Feb 09, 2023	BUY	$47.5 - $50.06 $4.28 Million - $4.51 Million	90,022 Added 174.7%	141,552 $7.01 Million
Q3 2022 Nov 10, 2022	SELL	$48.11 - $51.14 $3.18 Million - $3.38 Million	-66,087 Reduced 56.19%	51,530 $2.48 Million
Q2 2022 Aug 02, 2022	BUY	$49.13 - $51.51 $846,952 - $887,980	17,239 Added 17.17%	117,617 $5.87 Million
Q1 2022 May 12, 2022	BUY	$51.44 - $54.88 $5.16 Million - $5.51 Million	100,378 New	100,378 $5.17 Million

1,185

511M

39.6K

85.7K

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