Beam Wealth Advisors, Inc. Vanguard Mega Cap ETF Transaction History

Beam Wealth Advisors, Inc.

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Jan 14, 2022	SELL	$152.0 - $169.23 $329,080 - $366,382	-2,165 Closed	0 $0
Q1 2021 May 17, 2021	SELL	$131.66 - $140.5 $44,764 - $47,770	-340 Reduced 13.57%	2,165 $304,000
Q4 2020 Jan 26, 2021	SELL	$116.22 - $133.45 $4,648 - $5,338	-40 Reduced 1.57%	2,505 $334,000
Q2 2020 Jul 07, 2020	SELL	$87.02 - $113.73 $6,091 - $7,961	-70 Reduced 2.68%	2,545 $287,000
Q4 2019 Feb 14, 2020	BUY	$99.58 - $112.21 $260,401 - $293,429	2,615 New	2,615 $292,000

528

18M

14.5K

1.4K

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

Stay updated on Beam Wealth Advisors, Inc. with notifications on news.