PRIVATE WEALTH GROUP, LLC – Vanguard Financials Index Fund Transaction History
PRIVATE WEALTH GROUP, LLC portfolio value:
$1.31M
portfolio value
PRIVATE WEALTH GROUP, LLC quarter portfolio value change:
-3.56%
quarter
Vanguard Financials Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -48K | $74.44 | 17.63K | |
| Q2 2022 | share | Increase | +4.47% | 755 shares | -216K | $77.19 | 17.63K |
| Q1 2022 | share | Increase | +1.56% | 260 shares | -28K | $93.39 | 16.88K |
| Q4 2021 | share | Decrease | -16.30% | -3.23K shares | -235K | $96.67 | 16.62K |
| Q3 2021 | share | Increase | +35.24% | 5.17K shares | 512K | $92.65 | 19.85K |
| Q2 2021 | share | Increase | +37.89% | 4.03K shares | 428K | $89.93 | 14.68K |
| Q1 2021 | share | Increase | 0.00% | 10.64K shares | 900K | $83.67 | 10.64K |