Capital Planning Advisors, LLC Vanguard Dividend Appreciation Transaction History

Capital Planning Advisors, LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2019 Nov 05, 2019	SELL	N/A	-2,029 Closed	0 $0
Q2 2019 Aug 09, 2019	SELL	N/A	-537 Reduced 20.93%	2,029 $234,000
Q1 2019 May 14, 2019	SELL	N/A	-776 Reduced 23.22%	2,566 $281,000
Q4 2018 Feb 13, 2019	SELL	N/A	-699 Reduced 17.3%	3,342 $327,000
Q3 2018 Nov 14, 2018	SELL	N/A	-2,004 Reduced 33.15%	4,041 $447,000
Q2 2018 Aug 08, 2018	SELL	N/A	-1,132 Reduced 15.77%	6,045 $614,000
Q1 2018 May 15, 2018	BUY	N/A	1,465 Added 25.65%	7,177 $725,000
Q4 2017 Feb 08, 2018	SELL	N/A	-5,688 Reduced 49.89%	5,712 $583,000
Q3 2017 Nov 09, 2017	BUY	N/A	11,400	11,400 $1.08 Million

2,479

253M

578K

196K

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