EVERMAY WEALTH MANAGEMENT LLC – Vanguard Real Estate Index Fund Transaction History
EVERMAY WEALTH MANAGEMENT LLC portfolio value:
$91,000
portfolio value
EVERMAY WEALTH MANAGEMENT LLC quarter portfolio value change:
-12.01%
quarter
Vanguard Real Estate Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -15.40% | -206 shares | -31K | $80.17 | 1.13K |
| Q2 2022 | share | Decrease | -73.64% | -3.73K shares | -428K | $91.11 | 1.33K |
| Q1 2022 | share | Increase | +633.38% | 4.38K shares | 470K | $108.37 | 5.07K |
| Q4 2021 | share | Increase | +307.06% | 522 shares | 63K | $115.69 | 692 |
| Q3 2021 | share | 0.00% | 0 shares | 0 | $101.78 | 170 | |
| Q2 2021 | share | Increase | 0.00% | 170 shares | 17K | $101.16 | 170 |
| Q2 2018 | share | Decrease | -100.00% | -2.82K shares | -213K | $72.19 | 0 |
| Q1 2018 | share | Decrease | -56.51% | -3.67K shares | -326K | $66.27 | 2.82K |
| Q4 2017 | share | Decrease | -18.08% | -1.43K shares | -120K | $72.17 | 6.5K |
| Q3 2017 | share | Decrease | -10.56% | -937 shares | -79K | $71.16 | 7.93K |
| Q2 2017 | share | Decrease | -23.52% | -2.72K shares | -220K | $70.55 | 8.87K |
| Q1 2017 | share | Decrease | -7.35% | -920 shares | -75K | $69.35 | 11.6K |
| Q4 2016 | share | Decrease | -27.79% | -4.81K shares | -471K | $68.8 | 12.52K |
| Q3 2016 | share | Decrease | -28.35% | -6.85K shares | -642K | $70.82 | 17.33K |
| Q2 2016 | share | Decrease | -18.64% | -5.54K shares | -346K | $71.88 | 24.19K |
| Q1 2016 | share | Decrease | -14.62% | -5.09K shares | -286K | $67.33 | 29.74K |