Wealth Plan Investment Management, LLC Vanguard Growth ETF Transaction History

Wealth Plan Investment Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 09, 2023	BUY	$269.56 - $293.5 $250,421 - $272,661	929 New	929 $252,000
Q1 2023 May 08, 2023	SELL	$209.25 - $249.44 $249,216 - $297,083	-1,191 Reduced 91.9%	105 $26,000
Q4 2022 Feb 15, 2023	SELL	$208.44 - $233.81 $391,867 - $439,562	-1,880 Reduced 59.19%	1,296 $276,000
Q3 2022 Dec 12, 2022	BUY	$213.95 - $266.28 $60,333 - $75,090	282 Added 9.74%	3,176 $707,000
Q1 2022 Sep 07, 2022	BUY	$254.37 - $323.09 $736,146 - $935,022	2,894 New	2,894 $725,000

2,373

241M

240K

155K

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