FORVIS WEALTH ADVISORS, LLC – Vanguard Real Estate Index Fund Transaction History
FORVIS WEALTH ADVISORS, LLC portfolio value:
$720,000
portfolio value
FORVIS WEALTH ADVISORS, 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 | Increase | +0.23% | 21 shares | -96K | $80.17 | 8.97K |
| Q2 2022 | share | Increase | +58.99% | 3.32K shares | 206K | $91.11 | 8.95K |
| Q1 2022 | share | 0.00% | 0 shares | -43K | $108.37 | 5.63K | |
| Q4 2021 | share | Increase | +0.23% | 13 shares | 81K | $115.69 | 5.63K |
| Q3 2021 | share | Increase | +31.60% | 1.34K shares | 137K | $101.78 | 5.61K |
| Q2 2021 | share | Increase | +81.97% | 1.92K shares | 219K | $101.16 | 4.26K |
| Q1 2021 | share | Increase | 0.00% | 2.34K shares | 216K | $90.64 | 2.34K |
| Q4 2020 | share | Decrease | -100.00% | -2.93K shares | -231K | $83.32 | 0 |
| Q3 2020 | share | Decrease | -36.17% | -1.66K shares | -130K | $76.25 | 2.93K |
| Q2 2020 | share | Increase | +5.35% | 233 shares | 57K | $75.26 | 4.59K |
| Q1 2020 | share | Increase | +16.86% | 629 shares | -42K | $66.29 | 4.35K |
| Q4 2019 | share | Increase | +23.47% | 709 shares | 64K | $87.41 | 3.73K |
| Q3 2019 | share | Increase | +11.39% | 309 shares | 45K | $86.92 | 3.02K |
| Q2 2019 | share | Decrease | -7.09% | -207 shares | -17K | $80.82 | 2.71K |
| Q1 2019 | share | Decrease | -5.13% | -158 shares | 25K | $79.61 | 2.91K |
| Q4 2018 | share | Decrease | -1.12% | -35 shares | -22K | $67.83 | 3.07K |
| Q3 2018 | share | Decrease | -26.83% | -1.14K shares | -95K | $72.52 | 3.11K |
| Q2 2018 | share | Increase | +9.81% | 380 shares | 54K | $72.19 | 4.25K |
| Q1 2018 | share | Decrease | -8.07% | -340 shares | -58K | $66.27 | 3.87K |
| Q4 2017 | share | Increase | +3.85% | 156 shares | 13K | $72.17 | 4.21K |
| Q3 2017 | share | Increase | +14.86% | 525 shares | 43K | $71.16 | 4.05K |
| Q2 2017 | share | Decrease | -6.31% | -238 shares | -17K | $70.55 | 3.53K |
| Q1 2017 | share | 0.00% | 0 shares | 0 | $69.35 | 3.77K | |
| Q4 2016 | share | 0.00% | 0 shares | -16K | $68.8 | 3.77K | |
| Q3 2016 | share | 0.00% | 0 shares | -7K | $70.82 | 3.77K | |
| Q2 2016 | share | Decrease | -15.05% | -668 shares | -38K | $71.88 | 3.77K |
| Q1 2016 | share | Decrease | -19.07% | -1.04K shares | -65K | $67.33 | 4.43K |