Wr Wealth Planners, LLC Vanguard Dividend Appreciation Transaction History

Wr Wealth Planners, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	SELL	$182.15 - $182.15 $12,750 - $12,750	-70 Closed	0 $0
Q1 2024 Jul 31, 2024	BUY	$168.47 - $182.98 $11,792 - $12,808	70 New	70 $12,000
Q3 2023 Aug 01, 2024	SELL	$155.38 - $166.95 $155 - $166	-1 Reduced 1.43%	69 $10.7 Million
Q1 2023 Aug 01, 2024	BUY	$147.24 - $158.33 $13,546 - $14,566	92 Added 131.43%	162 $25 Million
Q4 2022 Oct 10, 2024	BUY	$144.84 - $158.71 $144 - $158	1 Added 0.4%	254 $38.5 Million
Q3 2022 Oct 10, 2024	BUY	N/A	183 Added 261.43%	253 $34.2 Million
Q2 2022 Oct 17, 2024	BUY	N/A	22 Added 7.8%	304 $43.6 Million
Q1 2022 Oct 17, 2024	BUY	N/A	282 New	282 $45.7 Million

2,268

198M

552K

347K

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