Beam Wealth Advisors, Inc. Vanguard Specialized Funds Van Transaction History

Beam Wealth Advisors, Inc.

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 30, 2024	BUY	$82.58 - $89.12 $92,902 - $100,260	1,125 Added 37.13%	4,155 $359,000
Q4 2023 Jan 30, 2024	BUY	$71.05 - $89.54 $1,136 - $1,432	16 Added 0.53%	3,030 $267,000
Q3 2023 Oct 26, 2023	BUY	$75.44 - $86.89 $28,591 - $32,931	379 Added 14.38%	3,014 $228,000
Q2 2023 Jul 26, 2023	BUY	$78.4 - $83.98 $206,584 - $221,287	2,635 New	2,635 $220,000
Q1 2020 Apr 08, 2020	SELL	$56.91 - $99.57 $263,607 - $461,208	-4,632 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$90.14 - $95.25 $417,528 - $441,198	4,632 New	4,632 $430,000

1,825

242M

1.22M

1.53M

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.