Capital Advisors Wealth Management, LLC Vanguard Mid Cap Value Index F Transaction History

Capital Advisors Wealth Management, LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 08, 2024	BUY	$124.27 - $145.8 $52,814 - $61,965	425 Added 5.8%	7,752 $1.12 Million
Q3 2023 Oct 10, 2023	SELL	$130.77 - $144.24 $2.57 Million - $2.83 Million	-19,648 Reduced 72.84%	7,327 $959,000
Q2 2023 Jul 11, 2023	BUY	$127.92 - $138.38 $89,288 - $96,589	698 Added 2.66%	26,975 $3.73 Million
Q1 2023 Apr 14, 2023	BUY	$126.74 - $147.12 $3.33 Million - $3.87 Million	26,277 New	26,277 $3.52 Million
Q2 2022 Aug 04, 2022	SELL	$126.2 - $153.17 $191,319 - $232,205	-1,516 Closed	0 $0
Q1 2022 May 09, 2022	SELL	$140.72 - $152.6 $5.83 Million - $6.32 Million	-41,396 Reduced 96.47%	1,516 $227,000
Q4 2021 Feb 04, 2022	SELL	$140.47 - $150.69 $294,565 - $315,996	-2,097 Reduced 4.66%	42,912 $6.45 Million
Q3 2021 Nov 12, 2021	BUY	$135.17 - $146.62 $76,776 - $83,280	568 Added 1.28%	45,009 $6.28 Million
Q2 2021 Aug 13, 2021	BUY	$136.19 - $145.71 $387,460 - $414,544	2,845 Added 6.84%	44,441 $6.24 Million
Q1 2021 Apr 20, 2021	BUY	$116.81 - $138.13 $4.86 Million - $5.75 Million	41,596 New	41,596 $5.61 Million

1,105

68.1M

28.7K

1.8K

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