SHEETS SMITH WEALTH MANAGEMENT – Vanguard Energy Index Fund Transaction History
SHEETS SMITH WEALTH MANAGEMENT portfolio value:
$525,000
portfolio value
SHEETS SMITH WEALTH MANAGEMENT quarter portfolio value change:
+2.12%
quarter
Vanguard Energy Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -3.69% | -198 shares | -9K | $101.58 | 5.17K |
| Q2 2022 | share | Increase | +6.40% | 323 shares | -6K | $99.47 | 5.37K |
| Q1 2022 | share | Decrease | -2.51% | -130 shares | 138K | $107.04 | 5.04K |
| Q4 2021 | share | Increase | +3.46% | 173 shares | 32K | $77.38 | 5.17K |
| Q3 2021 | share | Increase | 0.00% | 5.00K shares | 370K | $73.9 | 5.00K |