Encompass Wealth Advisors, LLC Vanguard Intl Eqty Ftse All Wo Transaction History

Encompass Wealth Advisors, LLC

  • $278 Million
  • Q3 2024

A detailed history of Encompass Wealth Advisors, LLC transactions in Vanguard Intl Eqty Ftse All Wo stock. As of the latest transaction made, Encompass Wealth Advisors, LLC holds 6,375 shares of VSS stock, worth $739,308. This represents 0.29% of its overall portfolio holdings.

Number of Shares
6,375
Previous 6,106 4.41%
Holding current value
$739,308
Previous $717,000 11.85%
% of portfolio
0.29%
Previous 0.27%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024
BUY
$112.99 - $126.45 $30,394 - $34,015
269 Added 4.41%
6,375 $802,000
Q2 2024

Aug 08, 2024
BUY
$112.27 - $120.96 $673 - $725
6 Added 0.1%
6,106 $717,000
Q1 2024

May 10, 2024
SELL
$109.57 - $116.86 $79,109 - $84,372
-722 Reduced 10.58%
6,100 $712,000
Q4 2023

Feb 13, 2024
BUY
$99.44 - $115.1 $18,893 - $21,869
190 Added 2.86%
6,822 $784,000
Q3 2023

Nov 07, 2023
BUY
$105.51 - $115.93 $41,043 - $45,096
389 Added 6.23%
6,632 $704,000
Q2 2023

Aug 09, 2023
BUY
$107.08 - $113.45 $3,533 - $3,743
33 Added 0.53%
6,243 $689,000
Q1 2023

May 04, 2023
BUY
$103.34 - $113.48 $12,297 - $13,504
119 Added 1.95%
6,210 $678,000
Q4 2022

Feb 01, 2023
SELL
$91.16 - $108.26 $55,151 - $65,497
-605 Reduced 9.04%
6,091 $626,000
Q3 2022

Oct 28, 2022
SELL
$92.19 - $111.85 $374,107 - $453,887
-4,058 Reduced 37.73%
6,696 $621,000
Q2 2022

Aug 03, 2022
SELL
$102.76 - $125.99 $401,586 - $492,368
-3,908 Reduced 26.65%
10,754 $1.11 Million
Q1 2022

Apr 28, 2022
BUY
$115.14 - $134.62 $437,992 - $512,094
3,804 Added 35.03%
14,662 $0
Q4 2021

Jan 20, 2022
BUY
$127.84 - $140.12 $52,286 - $57,309
409 Added 3.91%
10,858 $1.46 Million
Q3 2021

Nov 16, 2021
BUY
$133.17 - $142.02 $33,026 - $35,220
248 Added 2.43%
10,449 $1.4 Million
Q2 2021

Aug 03, 2021
BUY
$130.46 - $139.84 $76,319 - $81,806
585 Added 6.08%
10,201 $1.39 Million
Q1 2021

May 25, 2021
BUY
$121.06 - $131.2 $1.16 Million - $1.26 Million
9,616 New
9,616 $1.28 Million
Q4 2020

Mar 09, 2021
SELL
$102.39 - $122.88 $550,039 - $660,111
-5,372 Closed
0 $0
Q4 2020

Mar 09, 2021
BUY
$102.39 - $122.88 $550,039 - $660,111
5,372 New
5,372 $654,000

Others Institutions Holding VSS

# of Institutions
660
Shares Held
46.8M
Call Options Held
100
Put Options Held
0
View Full List

About VANGUARD INTL EQTY FTSE ALL-WO

VSS Quotes by TradingView
  • Ticker VSS
  • Sector ETFs
  • Industry ETFs
More about VSS
Track This Portfolio

Track Encompass Wealth Advisors, LLC Portfolio

Follow Encompass Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Encompass Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Encompass Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email