Encompass Wealth Advisors, LLC Vanguard CA Interm-Term Tax-Exempt Adm Transaction History

Encompass Wealth Advisors, LLC

62,264

Previous 61,773 0.79%

Previous $0 NaN%

0.0%

Previous 0.0%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 05, 2024	BUY	N/A	491 Added 0.79%	62,264 $0
Q2 2024 Aug 08, 2024	BUY	N/A	272 Added 0.44%	61,773 $0
Q1 2024 May 10, 2024	BUY	N/A	1,133 Added 1.88%	61,501 $0
Q4 2023 Feb 13, 2024	BUY	N/A	7,225 Added 13.6%	60,368 $0
Q3 2023 Nov 07, 2023	BUY	N/A	551 Added 1.05%	53,143 $0
Q2 2023 Aug 09, 2023	BUY	N/A	10,845 Added 25.98%	52,592 $0
Q1 2023 May 04, 2023	SELL	N/A	-4,254 Reduced 9.25%	41,747 $0
Q4 2022 Feb 01, 2023	SELL	N/A	-31,292 Reduced 40.48%	46,001 $0
Q3 2022 Oct 28, 2022	SELL	N/A	-5,223 Reduced 6.33%	77,293 $833,000
Q2 2022 Aug 03, 2022	SELL	N/A	-57,282 Reduced 40.97%	82,516 $917,000
Q1 2022 Apr 28, 2022	SELL	N/A	-83,843 Reduced 37.49%	139,798 $0
Q4 2021 Jan 20, 2022	SELL	N/A	-59,752 Reduced 21.08%	223,641 $2.73 Million
Q3 2021 Nov 16, 2021	BUY	N/A	11,432 Added 4.2%	283,393 $3.46 Million
Q2 2021 Aug 03, 2021	SELL	N/A	-80,524 Reduced 22.84%	271,961 $3.34 Million
Q1 2021 May 25, 2021	BUY	N/A	352,485 New	352,485 $4.33 Million

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