Beam Wealth Advisors, Inc. Vanguard Utilities ETF Transaction History

Beam Wealth Advisors, Inc.

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 30, 2024	BUY	$129.56 - $142.58 $83,695 - $92,106	646 Added 42.44%	2,168 $309,000
Q4 2023 Jan 30, 2024	BUY	$121.65 - $142.23 $185,151 - $216,474	1,522 New	1,522 $208,000
Q3 2020 Oct 07, 2020	SELL	$124.0 - $134.49 $322,524 - $349,808	-2,601 Closed	0 $0
Q2 2020 Jul 07, 2020	SELL	$113.96 - $138.05 $291,737 - $353,408	-2,560 Reduced 49.6%	2,601 $326,000
Q1 2020 Apr 08, 2020	BUY	$98.62 - $156.1 $203,650 - $322,346	2,065 Added 66.7%	5,161 $629,000
Q4 2019 Feb 14, 2020	BUY	$136.01 - $143.77 $421,086 - $445,111	3,096 New	3,096 $442,000

593

12.3M

39.2K

20.4K

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