Wealth Plan Investment Management, LLC Vanguard Mid Cap ETF Transaction History

Wealth Plan Investment Management, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 09, 2023	BUY	$206.6 - $228.23 $445,016 - $491,607	2,154 New	2,154 $448,000
Q4 2022 Feb 15, 2023	SELL	$186.57 - $217.26 $31,903 - $37,151	-171 Reduced 7.38%	2,145 $437,000
Q3 2022 Dec 12, 2022	SELL	$187.98 - $227.42 $28,948 - $35,022	-154 Reduced 6.23%	2,316 $484,000
Q1 2022 Sep 07, 2022	BUY	$219.86 - $253.39 $543,054 - $625,873	2,470 New	2,470 $540,000

2,051

172M

62.2K

110K

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