SHEETS SMITH WEALTH MANAGEMENT – Vanguard Total Stock Market Index Fund Transaction History
SHEETS SMITH WEALTH MANAGEMENT portfolio value:
$913,000
portfolio value
SHEETS SMITH WEALTH MANAGEMENT quarter portfolio value change:
-4.85%
quarter
Vanguard Total Stock Market Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.30% | 15 shares | -43K | $179.47 | 5.08K |
| Q2 2022 | share | 0.00% | 0 shares | -198K | $188.62 | 5.07K | |
| Q1 2022 | share | Increase | +0.54% | 27 shares | -64K | $227.67 | 5.07K |
| Q4 2021 | share | Increase | +0.24% | 12 shares | 101K | $242.21 | 5.04K |
| Q3 2021 | share | Increase | +1.76% | 87 shares | 15K | $222.06 | 5.03K |
| Q2 2021 | share | Decrease | -0.48% | -24 shares | 75K | $222.12 | 4.94K |
| Q1 2021 | share | Increase | +4.02% | 192 shares | 97K | $205.41 | 4.96K |
| Q4 2020 | share | Decrease | -1.42% | -69 shares | 105K | $192.8 | 4.77K |
| Q3 2020 | share | Increase | +1.27% | 61 shares | 76K | $168.02 | 4.84K |
| Q2 2020 | share | Decrease | -23.34% | -1.45K shares | -56K | $153.8 | 4.78K |
| Q1 2020 | share | Decrease | -37.06% | -3.67K shares | -818K | $126.1 | 6.24K |
| Q4 2019 | share | Increase | +1.27% | 124 shares | 144K | $159.31 | 9.91K |
| Q3 2019 | share | Increase | +0.37% | 36 shares | 15K | $146.23 | 9.79K |
| Q2 2019 | share | Decrease | -1.13% | -112 shares | 36K | $144.68 | 9.75K |
| Q1 2019 | share | Increase | +14.49% | 1.24K shares | 328K | $138.98 | 9.86K |
| Q4 2018 | share | Increase | +0.85% | 73 shares | -179K | $121.91 | 8.62K |
| Q3 2018 | share | Increase | +0.77% | 65 shares | 88K | $142.09 | 8.54K |
| Q2 2018 | share | Increase | +4.32% | 351 shares | 87K | $132.7 | 8.48K |
| Q1 2018 | share | Increase | +71.94% | 3.40K shares | 455K | $127.71 | 8.13K |
| Q4 2017 | share | Decrease | -0.44% | -21 shares | 34K | $128.62 | 4.72K |
| Q3 2017 | share | Increase | +0.04% | 2 shares | 24K | $120.78 | 4.75K |
| Q2 2017 | share | Increase | +0.02% | 1 shares | 15K | $115.56 | 4.74K |
| Q1 2017 | share | Increase | +0.02% | 1 shares | 29K | $112.13 | 4.74K |
| Q4 2016 | share | Decrease | -0.77% | -37 shares | 15K | $106.11 | 4.74K |
| Q3 2016 | share | Decrease | -0.42% | -20 shares | 17K | $101.8 | 4.78K |
| Q2 2016 | share | Increase | +82.00% | 2.16K shares | 238K | $97.51 | 4.80K |
| Q1 2016 | share | Decrease | -43.95% | -2.06K shares | -214K | $94.96 | 2.63K |