Capital Advisors Wealth Management, LLC Vanguard Bd Index Fd Inc Short Transaction History

Capital Advisors Wealth Management, LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 11, 2023	SELL	$75.52 - $76.97 $18,502 - $18,857	-245 Reduced 5.25%	4,420 $334,000
Q1 2023 Apr 14, 2023	SELL	$74.67 - $76.76 $36,961 - $37,996	-495 Reduced 9.59%	4,665 $356,000
Q4 2022 Feb 09, 2023	SELL	$74.07 - $75.87 $50,812 - $52,046	-686 Reduced 11.73%	5,160 $388,000
Q3 2022 Nov 14, 2022	SELL	$74.52 - $77.47 $141,438 - $147,038	-1,898 Reduced 24.51%	5,846 $437,000
Q2 2022 Aug 04, 2022	SELL	$75.68 - $77.74 $303,855 - $312,126	-4,015 Reduced 34.14%	7,744 $595,000
Q1 2022 May 09, 2022	SELL	$77.66 - $80.73 $640,927 - $666,264	-8,253 Reduced 41.24%	11,759 $916,000
Q4 2021 Feb 04, 2022	BUY	$80.78 - $81.98 $29,969 - $30,414	371 Added 1.89%	20,012 $1.62 Million
Q3 2021 Nov 12, 2021	SELL	$81.9 - $82.4 $75,102 - $75,560	-917 Reduced 4.46%	19,641 $1.61 Million
Q2 2021 Aug 13, 2021	BUY	$82.08 - $82.43 $715,819 - $718,872	8,721 Added 73.68%	20,558 $1.69 Million
Q1 2021 Apr 20, 2021	BUY	$82.08 - $82.89 $971,580 - $981,168	11,837 New	11,837 $973,000

1,243

376M

96.7K

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