Beam Wealth Advisors, Inc. Vanguard Ftse Developed Market Transaction History

Beam Wealth Advisors, Inc.

$166 Million
Q1 2024

A detailed history of Beam Wealth Advisors, Inc. transactions in Vanguard Ftse Developed Market stock. As of the latest transaction made, Beam Wealth Advisors, Inc. holds 7,686 shares of VEA stock, worth $385,529. This represents 0.23% of its overall portfolio holdings.

Number of Shares

7,686

Previous 7,669 0.22%

Holding current value

$385,529

Previous $367,000 4.9%

% of portfolio

0.23%

Previous 0.23%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 30, 2024	BUY	$46.21 - $50.27 $785 - $854	17 Added 0.22%	7,686 $385,000
Q4 2023 Jan 30, 2024	BUY	$41.58 - $47.99 $1,538 - $1,775	37 Added 0.48%	7,669 $367,000
Q3 2023 Oct 26, 2023	BUY	$43.5 - $47.63 $28,971 - $31,721	666 Added 9.56%	7,632 $333,000
Q2 2023 Jul 26, 2023	BUY	$44.63 - $47.33 $1,160 - $1,230	26 Added 0.37%	6,966 $321,000
Q1 2023 Apr 26, 2023	SELL	$42.2 - $46.17 $2,700 - $2,954	-64 Reduced 0.91%	6,940 $313,000

Q4 2022 Jan 20, 2023	SELL	$39.33 - $43.78 $27,963 - $31,127	-711 Reduced 9.22%	7,004 $0
Q3 2022 Oct 20, 2022	BUY	$37.0 - $43.74 $65,046 - $76,894	1,758 Added 29.51%	7,715 $281,000
Q2 2022 Aug 01, 2022	BUY	$40.38 - $48.66 $240,543 - $289,867	5,957 New	5,957 $243,000
Q4 2021 Jan 14, 2022	SELL	$49.38 - $52.95 $238,505 - $255,748	-4,830 Closed	0 $0
Q3 2021 Oct 14, 2021	SELL	$50.07 - $53.43 $46,665 - $49,796	-932 Reduced 16.17%	4,830 $244,000
Q2 2021 Jul 13, 2021	SELL	$49.75 - $53.3 $5,273 - $5,649	-106 Reduced 1.81%	5,762 $297,000
Q1 2021 May 17, 2021	BUY	$46.87 - $50.05 $2,765 - $2,952	59 Added 1.02%	5,868 $288,000
Q4 2020 Jan 26, 2021	BUY	$39.45 - $47.53 $7,811 - $9,410	198 Added 3.53%	5,809 $274,000
Q3 2020 Oct 07, 2020	BUY	$38.92 - $42.44 $218,380 - $238,130	5,611 New	5,611 $229,000

Others Institutions Holding VEA

# of Institutions

2,259

Shares Held

2.06B

Call Options Held

354K

Put Options Held

184K

View Full List

About VANGUARD FTSE DEVELOPED MARKET

Ticker VEA
Sector ETFs
Industry ETFs

More about VEA

Track This Portfolio

Portfolio Update

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

News

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

Account

Beam Wealth Advisors, Inc. Vanguard Ftse Developed Market Transaction History