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

Encompass Wealth Advisors, LLC

  • $278 Million
  • Q3 2024
Number of Shares
143,825
Previous 142,207 1.14%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024
BUY
N/A
1,618 Added 1.14%
143,825 $0
Q2 2024

Aug 08, 2024
BUY
N/A
1,237 Added 0.88%
142,207 $0
Q1 2024

May 10, 2024
BUY
N/A
140,970 New
140,970 $0
Q2 2022

Aug 03, 2022
SELL
N/A
-17,368 Closed
0 $0
Q1 2022

Apr 28, 2022
SELL
N/A
-21,236 Reduced 55.01%
17,368 $0
Q4 2021

Jan 20, 2022
BUY
N/A
1,686 Added 4.57%
38,604 $468,000
Q3 2021

Nov 16, 2021
BUY
N/A
4,112 Added 12.53%
36,918 $448,000
Q2 2021

Aug 03, 2021
SELL
N/A
-7,048 Reduced 17.68%
32,806 $402,000
Q1 2021

May 25, 2021
BUY
N/A
39,854 New
39,854 $487,000
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