Beam Wealth Advisors, Inc. Vanguard S&P 500 Growth ETF Transaction History

Beam Wealth Advisors, Inc.

$326 Million
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 30, 2024	SELL	$262.92 - $306.83 $1,051 - $1,227	-4 Reduced 0.22%	1,792 $546,000
Q4 2023 Jan 30, 2024	SELL	$237.26 - $272.04 $2,135 - $2,448	-9 Reduced 0.5%	1,796 $486,000
Q3 2023 Oct 26, 2023	BUY	$246.27 - $261.87 $15,022 - $15,974	61 Added 3.5%	1,805 $445,000
Q2 2023 Jul 26, 2023	BUY	$227.98 - $254.09 $73,181 - $81,562	321 Added 22.56%	1,744 $443,000
Q1 2023 Apr 26, 2023	BUY	$206.5 - $230.48 $826 - $921	4 Added 0.28%	1,423 $327,000
Q4 2022 Jan 20, 2023	BUY	$204.56 - $229.3 $19,637 - $22,012	96 Added 7.26%	1,419 $0
Q3 2022 Oct 20, 2022	BUY	$208.55 - $257.67 $275,911 - $340,897	1,323 New	1,323 $276,000
Q2 2022 Aug 01, 2022	SELL	$209.99 - $280.55 $178,911 - $239,028	-852 Closed	0 $0
Q1 2022 Apr 26, 2022	SELL	$246.31 - $304.02 $29,803 - $36,786	-121 Reduced 12.44%	852 $235,000
Q4 2021 Jan 14, 2022	BUY	$263.97 - $305.94 $4,751 - $5,506	18 Added 1.88%	973 $294,000
Q3 2021 Oct 14, 2021	BUY	$263.36 - $285.1 $6,320 - $6,842	24 Added 2.58%	955 $255,000
Q2 2021 Jul 13, 2021	BUY	$237.87 - $262.72 $221,456 - $244,592	931 New	931 $244,000

Others Institutions Holding VOOG

# of Institutions

537

Shares Held

11.2M

Call Options Held

27K

Put Options Held

31.3K

About VANGUARD S&P 500 GROWTH ETF

Ticker VOOG
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