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

Encompass Wealth Advisors, LLC

105,657

Previous 106,700 0.98%

Previous $0 NaN%

0.0%

Previous 0.0%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 05, 2024	SELL	N/A	-1,043 Reduced 0.98%	105,657 $0
Q2 2024 Aug 08, 2024	BUY	N/A	914 Added 0.86%	106,700 $0
Q1 2024 May 10, 2024	BUY	N/A	35,233 Added 49.94%	105,786 $0
Q4 2023 Feb 13, 2024	SELL	N/A	-40,694 Reduced 36.58%	70,553 $0
Q3 2023 Nov 07, 2023	BUY	N/A	1,054 Added 0.96%	111,247 $0
Q2 2023 Aug 09, 2023	BUY	N/A	11,638 Added 11.81%	110,193 $0
Q1 2023 May 04, 2023	SELL	N/A	-6,513 Reduced 6.2%	98,555 $0
Q4 2022 Feb 01, 2023	SELL	N/A	-30,787 Reduced 22.66%	105,068 $0
Q3 2022 Oct 28, 2022	SELL	N/A	-8,852 Reduced 6.12%	135,855 $1.43 Million
Q2 2022 Aug 03, 2022	SELL	N/A	-55,415 Reduced 27.69%	144,707 $1.55 Million
Q1 2022 Apr 28, 2022	SELL	N/A	-23,138 Reduced 10.36%	200,122 $0
Q4 2021 Jan 20, 2022	SELL	N/A	-32,953 Reduced 12.86%	223,260 $2.49 Million
Q3 2021 Nov 16, 2021	SELL	N/A	-26,714 Reduced 9.44%	256,213 $2.87 Million
Q2 2021 Aug 03, 2021	SELL	N/A	-25,021 Reduced 8.13%	282,927 $3.18 Million
Q1 2021 May 25, 2021	BUY	N/A	307,948 New	307,948 $3.46 Million

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.