U.S. Capital Wealth Advisors, LLC Vanguard Specialized Funds Van Transaction History

U.S. Capital Wealth Advisors, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 11, 2024	BUY	$78.61 - $85.97 $231,270 - $252,923	2,942 New	2,942 $246,000
Q4 2023 Feb 06, 2024	BUY	$71.05 - $89.54 $192,119 - $242,116	2,704 New	2,704 $238,000
Q4 2022 Feb 03, 2023	SELL	$76.14 - $88.09 $121,367 - $140,415	-1,594 Reduced 37.88%	2,614 $215,000
Q3 2022 Nov 01, 2022	SELL	$79.28 - $102.13 $80,707 - $103,968	-1,018 Reduced 19.48%	4,208 $337,000
Q2 2022 Aug 12, 2022	SELL	$87.04 - $112.5 $56,750 - $73,350	-652 Reduced 11.09%	5,226 $476,000
Q1 2022 May 12, 2022	SELL	$99.96 - $115.1 $201,019 - $231,466	-2,011 Reduced 25.49%	5,878 $637,000
Q4 2021 Jan 21, 2022	BUY	$102.53 - $116.01 $22,966 - $25,986	224 Added 2.92%	7,889 $915,000
Q3 2021 Nov 01, 2021	BUY	$101.78 - $110.92 $780,143 - $850,201	7,665 New	7,665 $780,000

1,825

241M

1.22M

1.53M

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