Beacon Harbor Wealth Advisors, Inc. Vanguard Bd Index Fd Inc Short Transaction History

Beacon Harbor Wealth Advisors, Inc.

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 28, 2023	SELL	$74.67 - $76.76 $862,214 - $886,347	-11,547 Reduced 9.95%	104,447 $7.99 Million
Q4 2022 Feb 10, 2023	BUY	$74.07 - $75.87 $1.09 Million - $1.12 Million	14,773 Added 14.59%	115,994 $8.73 Million
Q2 2022 Aug 04, 2022	BUY	$75.68 - $77.74 $97,475 - $100,129	1,288 Added 1.29%	101,221 $7.77 Million
Q1 2022 May 05, 2022	BUY	$77.66 - $80.73 $2.05 Million - $2.13 Million	26,376 Added 35.86%	99,933 $7.79 Million
Q4 2021 Jan 31, 2022	BUY	$80.78 - $81.98 $5.94 Million - $6.03 Million	73,557 New	73,557 $5.95 Million
Q1 2021 Apr 26, 2021	SELL	$82.08 - $82.89 $355,652 - $359,162	-4,333 Closed	0 $0
Q4 2020 Jan 21, 2021	SELL	$82.67 - $82.96 $24.1 Million - $24.2 Million	-291,323 Reduced 98.53%	4,333 $359,000
Q3 2020 Nov 12, 2020	BUY	$82.96 - $83.3 $8.55 Million - $8.59 Million	103,073 Added 53.52%	295,656 $24.6 Million
Q2 2020 Aug 17, 2020	BUY	$81.78 - $83.12 $15.7 Million - $16 Million	192,583 New	192,583 $16 Million

1,237

375M

96.7K

Get notified when there are updates to the investment portfolio of Beacon Harbor Wealth Advisors, Inc., based on Form 13F filings with the SEC.

Stay updated on Beacon Harbor Wealth Advisors, Inc. with notifications on news.