Beam Wealth Advisors, Inc. Vanguard Small Cap Value ETF Transaction History

Beam Wealth Advisors, Inc.

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Jan 14, 2022	SELL	$168.72 - $185.72 $265,734 - $292,509	-1,575 Closed	0 $0
Q3 2021 Oct 14, 2021	SELL	$162.66 - $175.73 $18,217 - $19,681	-112 Reduced 6.64%	1,575 $267,000
Q2 2021 Jul 13, 2021	SELL	$166.46 - $180.76 $5,659 - $6,145	-34 Reduced 1.98%	1,687 $293,000
Q1 2021 May 17, 2021	BUY	$139.89 - $172.72 $13,289 - $16,408	95 Added 5.84%	1,721 $285,000
Q4 2020 Jan 26, 2021	BUY	$111.89 - $142.79 $181,933 - $232,176	1,626 New	1,626 $231,000
Q1 2020 Apr 08, 2020	SELL	$75.8 - $139.04 $138,638 - $254,304	-1,829 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$123.74 - $138.15 $226,320 - $252,676	1,829 New	1,829 $251,000

1,496

89.9M

44.8K

24K

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