Wealth Plan Investment Management, LLC Vanguard Small Cap Growth ETF Transaction History

Wealth Plan Investment Management, LLC

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	BUY	$237.63 - $258.31 $76,754 - $83,434	323 Added 15.29%	2,436 $609,000
Q1 2024 May 16, 2024	BUY	$231.0 - $260.72 $42,735 - $48,233	185 Added 9.6%	2,113 $550,000
Q4 2023 Jan 05, 2024	SELL	$196.36 - $245.46 $2,159 - $2,700	-11 Reduced 0.57%	1,928 $466,000
Q3 2023 Nov 15, 2023	SELL	$210.59 - $239.48 $809,297 - $920,321	-3,843 Reduced 66.46%	1,939 $415,000
Q3 2023 Nov 09, 2023	BUY	$210.59 - $239.48 $779,183 - $886,076	3,700 Added 177.71%	5,782 $1.24 Million
Q2 2023 Aug 14, 2023	BUY	$209.12 - $229.74 $69,009 - $75,814	330 Added 18.84%	2,082 $478,000
Q2 2023 Jul 25, 2023	SELL	$209.12 - $229.74 $75,074 - $82,476	-359 Reduced 17.01%	1,752 $402,000
Q1 2023 May 08, 2023	SELL	$198.77 - $233.54 $1.36 Million - $1.6 Million	-6,843 Reduced 76.42%	2,111 $456,000
Q4 2022 Feb 15, 2023	SELL	$192.0 - $216.09 $118,464 - $133,327	-617 Reduced 6.45%	8,954 $1.8 Million
Q3 2022 Dec 12, 2022	SELL	$192.77 - $237.17 $221,878 - $272,982	-1,151 Reduced 10.73%	9,571 $1.97 Million
Q1 2022 Sep 07, 2022	BUY	$224.28 - $282.83 $2.4 Million - $3.03 Million	10,722 New	10,722 $2.37 Million

1,118

42.2M

53.1K

28.3K

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