Wealth Plan Partners, LLC Vanguard Large Cap ETF Transaction History

Wealth Plan Partners, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	SELL	$227.27 - $251.65 $98,862 - $109,467	-435 Reduced 26.35%	1,216 $304 Million
Q1 2024 May 07, 2024	BUY	$214.62 - $240.49 $108,383 - $121,447	505 Added 44.07%	1,651 $396 Million
Q4 2023 Jan 05, 2024	BUY	$188.0 - $219.17 $215,448 - $251,168	1,146 New	1,146 $250 Million
Q1 2023 May 10, 2023	BUY	$172.79 - $190.36 $25,227 - $27,792	146 New	146 $27.3 Million

1,265

104M

40K

41.2K

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