Beam Wealth Advisors, Inc. Vanguard Scottsdale Fds Total Transaction History

Beam Wealth Advisors, Inc.

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 26, 2023	BUY	$74.61 - $77.15 $2,014 - $2,083	27 Added 0.96%	2,850 $215,000
Q1 2023 Apr 26, 2023	BUY	$73.96 - $77.95 $1,257 - $1,325	17 Added 0.61%	2,823 $216,000
Q4 2022 Jan 20, 2023	BUY	$70.45 - $76.76 $2,254 - $2,456	32 Added 1.15%	2,806 $0
Q3 2022 Oct 20, 2022	BUY	$71.96 - $79.68 $1,511 - $1,673	21 Added 0.76%	2,774 $201,000
Q2 2022 Aug 01, 2022	BUY	$75.46 - $83.76 $1,433 - $1,591	19 Added 0.69%	2,753 $212,000
Q1 2022 Apr 26, 2022	BUY	$82.2 - $89.95 $822 - $899	10 Added 0.37%	2,734 $228,000
Q4 2021 Jan 14, 2022	BUY	$90.0 - $92.23 $245,160 - $251,234	2,724 New	2,724 $247,000

103

7.85M

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