Beam Wealth Advisors, Inc. Vanguard Dividend Appreciation Transaction History

Beam Wealth Advisors, Inc.

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Jan 14, 2022	SELL	N/A	-5,590 Closed	0 $0
Q3 2021 Oct 14, 2021	SELL	N/A	-634 Reduced 10.19%	5,590 $859,000
Q1 2021 May 17, 2021	BUY	N/A	1,565 Added 33.59%	6,224 $915,000
Q4 2020 Jan 26, 2021	BUY	N/A	1,265 Added 37.27%	4,659 $658,000
Q3 2020 Oct 07, 2020	SELL	N/A	-89 Reduced 2.56%	3,394 $437,000
Q2 2020 Jul 07, 2020	BUY	N/A	3,483 New	3,483 $415,000

2,225

203M

463K

225K

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