Wealth Plan Investment Management, LLC Vanguard Extended Market ETF Transaction History

Wealth Plan Investment Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 14, 2023	SELL	$133.38 - $148.98 $4.88 Million - $5.45 Million	-36,613 Reduced 98.53%	548 $81,000
Q2 2023 Jul 25, 2023	BUY	$133.38 - $148.98 $4.88 Million - $5.45 Million	36,613 Added 6681.2%	37,161 $5.53 Million
Q1 2023 May 08, 2023	SELL	$132.1 - $153.03 $1.14 Million - $1.32 Million	-8,603 Reduced 94.01%	548 $76,000
Q4 2022 Feb 15, 2023	BUY	$126.68 - $143.4 $38,890 - $44,023	307 Added 3.47%	9,151 $1.22 Million
Q3 2022 Dec 12, 2022	BUY	$126.36 - $155.13 $1.12 Million - $1.37 Million	8,844 New	8,844 $1.21 Million

872

45.3M

17.8K

32.1K

Get notified when there are updates to the investment portfolio of Wealth Plan Investment Management, LLC, based on Form 13F filings with the SEC.

Stay updated on Wealth Plan Investment Management, LLC with notifications on news.