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

Encompass Wealth Advisors, LLC

40,060

Previous 39,700 0.91%

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	360 Added 0.91%	40,060 $0
Q2 2024 Aug 08, 2024	BUY	N/A	146 Added 0.37%	39,700 $0
Q1 2024 May 10, 2024	BUY	N/A	135 Added 0.34%	39,554 $0
Q4 2023 Feb 13, 2024	SELL	N/A	-1,393 Reduced 3.41%	39,419 $0
Q3 2023 Nov 07, 2023	BUY	N/A	497 Added 1.23%	40,812 $0
Q2 2023 Aug 09, 2023	BUY	N/A	136 Added 0.34%	40,315 $0
Q1 2023 May 04, 2023	BUY	N/A	131 Added 0.33%	40,179 $0
Q4 2022 Feb 01, 2023	SELL	N/A	-27,896 Reduced 41.06%	40,048 $0
Q3 2022 Oct 28, 2022	BUY	N/A	303 Added 0.45%	67,944 $723,000
Q2 2022 Aug 03, 2022	SELL	N/A	-31,841 Reduced 32.01%	67,641 $751,000
Q1 2022 Apr 28, 2022	SELL	N/A	-90,583 Reduced 47.66%	99,482 $0
Q4 2021 Jan 20, 2022	SELL	N/A	-30,500 Reduced 13.83%	190,065 $2.41 Million
Q3 2021 Nov 16, 2021	BUY	N/A	8,184 Added 3.85%	220,565 $2.8 Million
Q2 2021 Aug 03, 2021	SELL	N/A	-107,095 Reduced 33.52%	212,381 $2.72 Million
Q1 2021 May 25, 2021	BUY	N/A	319,476 New	319,476 $4.08 Million

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