Valtinson Bruner Financial Planning LLC Schwab Strategic Us Tips ETF Transaction History

Valtinson Bruner Financial Planning LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 05, 2024	SELL	$51.1 - $52.24 $13,797 - $14,104	-270 Reduced 6.26%	4,046 $210,000
Q1 2024 Apr 29, 2024	BUY	$51.32 - $52.45 $16,679 - $17,046	325 Added 8.14%	4,316 $225,000
Q4 2023 Feb 06, 2024	SELL	$49.69 - $52.46 $5.41 Million - $5.71 Million	-108,884 Reduced 96.46%	3,991 $208,000
Q3 2023 Oct 24, 2023	BUY	$50.37 - $52.48 $541,678 - $564,369	10,754 Added 10.53%	112,875 $5.7 Million
Q2 2023 Jul 24, 2023	BUY	$52.18 - $54.02 $2.06 Million - $2.13 Million	39,398 Added 62.81%	102,121 $5.35 Million
Q1 2023 May 05, 2023	SELL	$51.68 - $53.62 $8,217 - $8,525	-159 Reduced 0.25%	62,723 $3.36 Million
Q4 2022 Jan 19, 2023	BUY	$51.47 - $53.83 $3.24 Million - $3.38 Million	62,882 New	62,882 $0

685

155M

60.2K

1.3K

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