Vertex Planning Partners, LLC Pimco Investment Grade Corp Bd Transaction History

Vertex Planning Partners, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 14, 2024	BUY	$88.57 - $97.84 $24,622 - $27,199	278 Added 5.11%	5,721 $556 Million
Q3 2023 Nov 14, 2023	SELL	$91.01 - $95.28 $258,741 - $270,881	-2,843 Reduced 34.31%	5,443 $496 Million
Q2 2023 Aug 14, 2023	SELL	$93.81 - $96.79 $7.8 Million - $8.05 Million	-83,176 Reduced 90.94%	8,286 $786 Million
Q1 2023 May 16, 2023	BUY	$92.84 - $97.57 $1.08 Million - $1.14 Million	11,662 Added 14.61%	91,462 $8.8 Billion
Q4 2022 Feb 06, 2023	BUY	$88.47 - $96.03 $7.06 Million - $7.66 Million	79,800 New	79,800 $7.42 Billion

168

10.1M

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