Encompass Wealth Advisors, LLC Vanguard Interm-Term Tx-Ex Adm Transaction History

Encompass Wealth Advisors, LLC

129,561

Previous 129,429 0.1%

Previous $0 NaN%

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 05, 2024	BUY	N/A	132 Added 0.1%	129,561 $0
Q2 2024 Aug 08, 2024	BUY	N/A	969 Added 0.75%	129,429 $0
Q1 2024 May 10, 2024	BUY	N/A	128,460 New	128,460 $0
Q2 2022 Aug 03, 2022	SELL	N/A	-14,590 Closed	0 $0
Q1 2022 Apr 28, 2022	SELL	N/A	-17,496 Reduced 54.53%	14,590 $0
Q4 2021 Jan 20, 2022	BUY	N/A	1,564 Added 5.12%	32,086 $472,000
Q3 2021 Nov 16, 2021	SELL	N/A	-6,777 Reduced 18.17%	30,522 $448,000
Q2 2021 Aug 03, 2021	SELL	N/A	-5,734 Reduced 13.32%	37,299 $553,000
Q1 2021 May 25, 2021	BUY	N/A	43,033 New	43,033 $637,000

Get notified when there are updates to the investment portfolio of Encompass Wealth Advisors, LLC, based on Form 13F filings with the SEC.

Stay updated on Encompass Wealth Advisors, LLC with notifications on news.