SHEETS SMITH WEALTH MANAGEMENT – Vanguard Real Estate Index Fund Transaction History
SHEETS SMITH WEALTH MANAGEMENT portfolio value:
$763,000
portfolio value
SHEETS SMITH WEALTH MANAGEMENT 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 | Increase | +8.46% | 743 shares | -37K | $80.17 | 9.52K |
| Q2 2022 | share | Increase | +13.76% | 1.06K shares | -36K | $91.11 | 8.77K |
| Q1 2022 | share | Increase | +0.33% | 25 shares | -56K | $108.37 | 7.71K |
| Q4 2021 | share | Increase | +0.44% | 34 shares | 113K | $115.69 | 7.69K |
| Q3 2021 | share | Increase | +0.26% | 20 shares | 2K | $101.78 | 7.65K |
| Q2 2021 | share | Increase | +7.04% | 502 shares | 122K | $101.16 | 7.63K |
| Q1 2021 | share | Increase | +1.46% | 103 shares | 58K | $90.64 | 7.13K |
| Q4 2020 | share | Increase | +6.61% | 436 shares | 76K | $83.32 | 7.03K |
| Q3 2020 | share | Decrease | -1.93% | -130 shares | -7K | $76.25 | 6.59K |
| Q2 2020 | share | Increase | +4.47% | 288 shares | 78K | $75.26 | 6.72K |
| Q1 2020 | share | Increase | +40.05% | 1.84K shares | 23K | $66.29 | 6.43K |
| Q4 2019 | share | Increase | +0.15% | 7 shares | -1K | $87.41 | 4.59K |
| Q3 2019 | share | Increase | +1.35% | 61 shares | 32K | $86.92 | 4.59K |
| Q2 2019 | share | Increase | +0.11% | 5 shares | 3K | $80.82 | 4.52K |
| Q1 2019 | share | Increase | +6.98% | 295 shares | 78K | $79.61 | 4.52K |
| Q4 2018 | share | Decrease | -1.47% | -63 shares | -31K | $67.83 | 4.22K |
| Q3 2018 | share | Decrease | -1.85% | -81 shares | -10K | $72.52 | 4.29K |
| Q2 2018 | share | Decrease | -27.80% | -1.68K shares | -101K | $72.19 | 4.37K |
| Q1 2018 | share | Decrease | -3.40% | -213 shares | -63K | $66.27 | 6.05K |
| Q4 2017 | share | Decrease | -22.18% | -1.78K shares | -149K | $72.17 | 6.27K |
| Q3 2017 | share | 0.00% | 0 shares | -2K | $71.16 | 8.05K | |
| Q2 2017 | share | 0.00% | 0 shares | 6K | $70.55 | 8.05K | |
| Q1 2017 | share | Increase | +1.58% | 125 shares | 10K | $69.35 | 8.05K |
| Q4 2016 | share | Increase | +0.89% | 70 shares | -27K | $68.8 | 7.93K |
| Q3 2016 | share | 0.00% | 0 shares | -15K | $70.82 | 7.86K | |
| Q2 2016 | share | Increase | +12.72% | 887 shares | 112K | $71.88 | 7.86K |
| Q1 2016 | share | 0.00% | 0 shares | 29K | $67.33 | 6.97K |