Wealth Plan Partners, LLC Vanguard Bd Index Fd Inc Inter Transaction History

Wealth Plan Partners, LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 10, 2023	BUY	$73.57 - $77.31 $10,520 - $11,055	143 New	143 $11 Million
Q4 2022 Feb 16, 2023	SELL	$72.19 - $76.32 $338,065 - $357,406	-4,683 Closed	0 $0
Q1 2022 May 03, 2022	BUY	N/A	109 Added 2.38%	4,683 $368,000
Q4 2021 Feb 01, 2022	SELL	N/A	-270 Reduced 5.57%	4,574 $392,000
Q3 2021 Dec 09, 2021	SELL	N/A	-8,379 Reduced 63.37%	4,844 $0

Q2 2021 Aug 19, 2021	BUY	N/A	1,086 Added 8.95%	13,223 $1.2 Million
Q1 2021 May 11, 2021	BUY	N/A	419 Added 3.58%	12,137 $1.08 Million
Q4 2020 Feb 09, 2021	BUY	N/A	1,823 Added 18.42%	11,718 $1.08 Million
Q3 2020 Dec 18, 2020	BUY	N/A	2,995 Added 43.41%	9,895 $920,000
Q2 2020 Aug 19, 2020	BUY	N/A	6,900 New	6,900 $644,000

846

143M

5.3K

4.5K

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