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

Capital Advisors Wealth Management, LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 08, 2024	BUY	$180.9 - $221.2 $56,440 - $69,014	312 Added 6.05%	5,470 $1.2 Million
Q3 2023 Oct 10, 2023	SELL	$191.65 - $213.93 $2.68 Million - $2.99 Million	-13,988 Reduced 73.06%	5,158 $1 Million
Q2 2023 Jul 11, 2023	BUY	$186.22 - $205.77 $94,041 - $103,913	505 Added 2.71%	19,146 $3.94 Million
Q1 2023 Apr 14, 2023	BUY	$177.43 - $203.61 $3.31 Million - $3.8 Million	18,641 New	18,641 $3.63 Million
Q1 2022 May 09, 2022	SELL	$199.76 - $251.37 $4.29 Million - $5.39 Million	-21,454 Closed	0 $0
Q4 2021 Feb 04, 2022	SELL	$234.3 - $265.79 $381,206 - $432,440	-1,627 Reduced 7.05%	21,454 $5.46 Million
Q3 2021 Nov 12, 2021	BUY	$230.42 - $251.05 $33,871 - $36,904	147 Added 0.64%	23,081 $5.45 Million
Q2 2021 Aug 13, 2021	BUY	$210.91 - $237.31 $1.15 Million - $1.29 Million	5,454 Added 31.2%	22,934 $5.42 Million
Q1 2021 Apr 20, 2021	BUY	$204.75 - $230.34 $3.58 Million - $4.03 Million	17,480 New	17,480 $3.75 Million

977

38.1M

26.7K

5.6K

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