Wealth Plan Investment Management, LLC Vanguard Bd Index Fd Inc Short Transaction History

Wealth Plan Investment Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 09, 2023	BUY	$74.97 - $75.93 $280,087 - $283,674	3,736 Added 14944.0%	3,761 $282,000
Q2 2023 Aug 14, 2023	SELL	$75.52 - $76.97 $5,815 - $5,926	-77 Reduced 75.49%	25 $1,000
Q2 2023 Jul 25, 2023	BUY	$75.52 - $76.97 $6,494 - $6,619	86 Added 537.5%	102 $7,000
Q1 2023 May 08, 2023	SELL	$74.67 - $76.76 $300,397 - $308,805	-4,023 Reduced 99.6%	16 $1,000
Q4 2022 Feb 15, 2023	BUY	$74.07 - $75.87 $26,442 - $27,085	357 Added 9.7%	4,039 $304,000
Q3 2022 Dec 12, 2022	SELL	$74.52 - $77.47 $662,855 - $689,095	-8,895 Reduced 70.72%	3,682 $279,000
Q1 2022 Sep 07, 2022	BUY	$77.66 - $80.73 $976,729 - $1.02 Million	12,577 New	12,577 $969,000

1,242

376M

96.7K

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