Ullmann Wealth Partners Group, LLC Vanguard Intermediate Term Tre Transaction History

Ullmann Wealth Partners Group, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 10, 2024	SELL	$58.07 - $59.52 $39,139 - $40,116	-674 Reduced 12.94%	4,534 $265,000
Q4 2023 Jan 11, 2024	SELL	$56.15 - $59.51 $46,604 - $49,393	-830 Reduced 13.75%	5,208 $308,000
Q3 2023 Oct 13, 2023	SELL	$56.93 - $59.05 $31,425 - $32,595	-552 Reduced 8.38%	6,038 $345,000
Q2 2023 Jul 13, 2023	BUY	$58.61 - $60.65 $139,022 - $143,861	2,372 Added 56.24%	6,590 $386,000
Q1 2023 Apr 11, 2023	BUY	$57.72 - $60.39 $243,462 - $254,725	4,218 New	4,218 $252,000

754

386M

26.7K

12K

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