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Encompass Wealth Advisors LLC Sells 2,285 Shares of Vanguard Mega Cap Value ETF (NYSEARCA:MGV)

Encompass Wealth Advisors LLC lowered its stake in Vanguard Mega Cap Value ETF (NYSEARCA:MGV – Free Report) by 7.3% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 28,897 shares of the company’s stock after selling 2,285 shares during the quarter. Vanguard Mega […]

Encompass Wealth Advisors LLC Sells 186 Shares of iShares Core S&P 500 ETF (NYSEARCA:IVV)

Encompass Wealth Advisors LLC trimmed its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 3.7% in the second quarter, according to the company in its most recent filing with the SEC. The fund owned 4,828 shares of the company’s stock after selling 186 shares during the quarter. Encompass Wealth Advisors LLC’s […]

Roper Technologies, Inc (NYSE:ROP) Holdings Trimmed by Encompass Wealth Advisors LLC

Encompass Wealth Advisors LLC trimmed its position in shares of Roper Technologies, Inc. (NYSE:ROP – Free Report) by 5.4% during the 2nd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 5,119 shares of the industrial products company’s stock after selling 290 shares during the period. Roper […]

The Boeing Company (NYSE:BA) Stake Trimmed by Encompass Wealth Advisors LLC

Encompass Wealth Advisors LLC lowered its stake in The Boeing Company (NYSE:BA – Free Report) by 0.8% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 6,725 shares of the aircraft producer’s stock after selling 57 shares during the quarter. Encompass Wealth Advisors […]

Encompass Wealth Advisors LLC Boosts Stock Position in Vanguard S&P 500 Growth ETF (NYSEARCA:VOOG)

Encompass Wealth Advisors LLC lifted its position in Vanguard S&P 500 Growth ETF (NYSEARCA:VOOG – Free Report) by 19.8% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 3,103 shares of the company’s stock after buying an additional 513 shares during the quarter. Encompass Wealth […]

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