Encompass Wealth Advisors, LLC Vanguard Total Stock Mkt Idx Adm Transaction History

Encompass Wealth Advisors, LLC

3,107

Previous 3,104 0.1%

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	3 Added 0.1%	3,107 $0
Q2 2024 Aug 08, 2024	BUY	N/A	2 Added 0.06%	3,104 $0
Q1 2024 May 10, 2024	BUY	N/A	3 Added 0.1%	3,102 $0
Q4 2023 Feb 13, 2024	BUY	N/A	3 Added 0.1%	3,099 $0
Q3 2023 Nov 07, 2023	BUY	N/A	3 Added 0.1%	3,096 $0
Q2 2023 Aug 09, 2023	BUY	N/A	3 Added 0.1%	3,093 $0
Q1 2023 May 04, 2023	BUY	N/A	12 Added 0.39%	3,090 $0
Q4 2022 Feb 01, 2023	BUY	N/A	15 Added 0.49%	3,078 $0
Q3 2022 Oct 28, 2022	SELL	N/A	-2,858 Reduced 48.27%	3,063 $267,000
Q2 2022 Aug 03, 2022	SELL	N/A	-554 Reduced 8.56%	5,921 $543,000
Q1 2022 Apr 28, 2022	BUY	N/A	20 Added 0.31%	6,475 $0
Q4 2021 Jan 20, 2022	BUY	N/A	3,306 Added 104.99%	6,455 $759,000
Q3 2021 Nov 16, 2021	SELL	N/A	-570 Reduced 15.33%	3,149 $340,000
Q2 2021 Aug 03, 2021	BUY	N/A	2 Added 0.05%	3,719 $403,000
Q1 2021 May 25, 2021	BUY	N/A	3,717 New	3,717 $390,000

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.