Wealth Plan Investment Management, LLC Vanguard Sht Trm Inflt Prot Fd Transaction History

Wealth Plan Investment Management, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 09, 2023	BUY	$46.9 - $47.47 $488,979 - $494,922	10,426 New	10,426 $492,000
Q4 2022 Feb 15, 2023	SELL	$46.71 - $48.22 $81,415 - $84,047	-1,743 Reduced 14.6%	10,192 $476,000
Q3 2022 Dec 12, 2022	SELL	$48.11 - $50.34 $481 - $503	-10 Reduced 0.08%	11,935 $573,000
Q1 2022 Sep 07, 2022	BUY	$50.6 - $52.11 $604,417 - $622,453	11,945 New	11,945 $605,000

758

140M

14.1K

7.6K

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