Wealth Plan Partners, LLC Vanguard Specialized Funds Van Transaction History

Wealth Plan Partners, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 31, 2023	SELL	$78.4 - $83.98 $7,526 - $8,062	-96 Reduced 8.78%	997 $83.3 Million
Q1 2023 May 10, 2023	BUY	$77.59 - $93.7 $84,805 - $102,414	1,093 New	1,093 $90.8 Million
Q3 2019 Nov 15, 2019	SELL	$91.64 - $93.61 $313,042 - $319,771	-3,416 Closed	0 $0
Q2 2019 Aug 19, 2019	BUY	N/A	3,416 New	3,416 $310,000

1,825

242M

1.22M

1.53M

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