Waller Financial Planning Group, Inc Vanguard Transaction History

Waller Financial Planning Group, Inc

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 05, 2023	SELL	$57.72 - $58.69 $6,637 - $6,749	-115 Reduced 2.77%	4,030 $232,000
Q1 2023 Apr 18, 2023	BUY	$57.32 - $58.77 $237,591 - $243,601	4,145 New	4,145 $242,000
Q3 2022 Oct 20, 2022	BUY	$57.67 - $59.08 $253,517 - $259,715	4,396 New	4,396 $254,000
Q2 2022 Jul 18, 2022	SELL	$58.29 - $59.37 $321,469 - $327,425	-5,515 Closed	0 $0
Q1 2022 Apr 18, 2022	SELL	$59.19 - $60.79 $29,831 - $30,638	-504 Reduced 8.37%	5,515 $327,000
Q4 2021 Jan 26, 2022	SELL	$60.79 - $61.43 $112,643 - $113,829	-1,853 Reduced 23.54%	6,019 $366,000
Q3 2021 Oct 19, 2021	SELL	$61.39 - $61.54 $28,178 - $28,246	-459 Reduced 5.51%	7,872 $483,000
Q2 2021 Jul 22, 2021	SELL	$61.41 - $61.64 $247,113 - $248,039	-4,024 Reduced 32.57%	8,331 $512,000
Q1 2021 Apr 14, 2021	SELL	$61.49 - $61.63 $209,557 - $210,035	-3,408 Reduced 21.62%	12,355 $760,000
Q4 2020 Jan 14, 2021	SELL	$61.6 - $62.06 $20.7 Million - $20.9 Million	-336,319 Reduced 95.52%	15,763 $971,000
Q3 2020 Oct 19, 2020	SELL	$62.07 - $62.21 $1.2 Million - $1.2 Million	-19,339 Reduced 5.21%	352,082 $21.9 Million
Q2 2020 Jul 14, 2020	BUY	$62.08 - $62.28 $23.1 Million - $23.1 Million	371,421 New	371,421 $23.1 Million

919

231M

21.5K

32.6K

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