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

Wealth Plan Partners, LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 31, 2023	SELL	$72.23 - $74.46 $11,917 - $12,285	-165 Reduced 60.89%	106 $7.71 Million
Q1 2023 May 10, 2023	SELL	$71.33 - $74.57 $286,746 - $299,771	-4,020 Reduced 93.68%	271 $20 Million
Q4 2022 Feb 16, 2023	BUY	$69.38 - $73.88 $297,709 - $317,019	4,291 New	4,291 $312 Million
Q2 2019 Aug 19, 2019	SELL	N/A	-3,137 Closed	0 $0
Q1 2019 May 16, 2019	BUY	N/A	573 Added 22.35%	3,137 $255,000
Q4 2018 Feb 20, 2019	SELL	N/A	-293 Reduced 10.26%	2,564 $205,000
Q3 2018 Nov 21, 2018	SELL	N/A	-717 Reduced 20.06%	2,857 $223,000
Q2 2018 Aug 16, 2018	SELL	N/A	-252 Reduced 6.59%	3,574 $283,000
Q1 2018 May 16, 2018	BUY	N/A	3,826 New	3,826 $305,000

1,568

949M

379K

101K

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