DESTINATION WEALTH MANAGEMENT – Vanguard Large Cap Index Fund Transaction History
DESTINATION WEALTH MANAGEMENT portfolio value:
$10.14M
portfolio value
DESTINATION WEALTH MANAGEMENT quarter portfolio value change:
-5.10%
quarter
Vanguard Large Cap Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.70% | 1.03K shares | -366K | $163.56 | 62.04K |
| Q2 2022 | share | Decrease | -1.53% | -949 shares | -2.40M | $172.35 | 61.00K |
| Q1 2022 | share | Decrease | -10.98% | -7.64K shares | -2.46M | $208.49 | 61.95K |
| Q4 2021 | share | Decrease | -3.69% | -2.66K shares | 862K | $220.97 | 69.59K |
| Q3 2021 | share | Decrease | -3.28% | -2.44K shares | -479K | $200.92 | 72.26K |
| Q2 2021 | share | Decrease | -2.70% | -2.07K shares | 770K | $200.14 | 74.71K |
| Q1 2021 | share | Decrease | -5.25% | -4.25K shares | -14K | $184.16 | 76.78K |
| Q4 2020 | share | Decrease | -3.53% | -2.96K shares | 1.1M | $174.08 | 81.03K |
| Q3 2020 | share | Decrease | -5.49% | -4.87K shares | 432K | $154.35 | 84.00K |
| Q2 2020 | share | Decrease | -4.75% | -4.43K shares | 1.65M | $140.53 | 88.88K |
| Q1 2020 | share | Increase | +2.09% | 1.90K shares | -2.46M | $115.87 | 93.31K |
| Q4 2019 | share | Decrease | -5.36% | -5.17K shares | 347K | $143.88 | 91.41K |
| Q3 2019 | share | Decrease | -3.56% | -3.56K shares | -325K | $132 | 96.58K |
| Q2 2019 | share | Increase | +1.37% | 1.35K shares | 668K | $129.91 | 100.14K |
| Q1 2019 | share | Decrease | -1.40% | -1.39K shares | 1.31M | $124.61 | 98.79K |
| Q4 2018 | share | Decrease | -1.57% | -1.60K shares | -2.08M | $109.63 | 100.19K |
| Q3 2018 | share | Decrease | -0.98% | -1.00K shares | 766K | $126.65 | 101.79K |
| Q2 2018 | share | Decrease | -6.39% | -7.01K shares | -486K | $117.78 | 102.8K |
| Q1 2018 | share | Decrease | -1.55% | -1.73K shares | -362K | $113.92 | 109.81K |
| Q4 2017 | share | Decrease | -0.44% | -490 shares | 744K | $114.71 | 111.54K |
| Q3 2017 | share | Decrease | -2.82% | -3.24K shares | 130K | $107.48 | 112.03K |
| Q2 2017 | share | Increase | +0.15% | 173 shares | 357K | $102.88 | 115.28K |
| Q1 2017 | share | Decrease | -2.03% | -2.38K shares | 414K | $99.74 | 115.11K |
| Q4 2016 | share | Increase | +3.93% | 4.44K shares | 818K | $94.02 | 117.49K |
| Q3 2016 | share | Decrease | -2.82% | -3.28K shares | 60K | $90.56 | 113.05K |
| Q2 2016 | share | Decrease | -14.53% | -19.77K shares | -1.57M | $87.04 | 116.33K |
| Q1 2016 | share | 0.00% | 0 shares | 0 | $84.99 | 136.10K |