INSTITUTE FOR WEALTH MANAGEMENT, LLC. – Vanguard Total Bond Market Index Fund Transaction History
INSTITUTE FOR WEALTH MANAGEMENT, LLC. portfolio value:
$1.36M
portfolio value
INSTITUTE FOR WEALTH MANAGEMENT, LLC. quarter portfolio value change:
-5.22%
quarter
Vanguard Total Bond Market Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -8.75% | -1.83K shares | -214K | $71.33 | 19.13K |
| Q2 2022 | share | Decrease | -0.39% | -83 shares | -96K | $75.26 | 20.97K |
| Q1 2022 | share | Decrease | -1.28% | -274 shares | -133K | $79.54 | 21.05K |
| Q4 2021 | share | Decrease | -9.09% | -2.13K shares | -197K | $84.77 | 21.33K |
| Q3 2021 | share | Decrease | -1.45% | -345 shares | -40K | $85.05 | 23.46K |
| Q2 2021 | share | Decrease | -0.87% | -210 shares | 10K | $85.09 | 23.81K |
| Q1 2021 | share | Decrease | -8.20% | -2.14K shares | -273K | $83.48 | 24.02K |
| Q4 2020 | share | Decrease | -3.71% | -1.00K shares | -89K | $86.63 | 26.16K |
| Q3 2020 | share | Decrease | -2.55% | -712 shares | -67K | $85.94 | 27.17K |
| Q2 2020 | share | Decrease | -13.05% | -4.18K shares | -273K | $85.6 | 27.88K |
| Q1 2020 | share | Decrease | -11.41% | -4.13K shares | -299K | $82.2 | 32.07K |
| Q4 2019 | share | Decrease | -2.08% | -769 shares | -86K | $80.43 | 36.20K |
| Q3 2019 | share | Increase | +5.21% | 1.83K shares | 203K | $80.27 | 36.97K |
| Q2 2019 | share | Decrease | -12.92% | -5.21K shares | -360K | $78.44 | 35.14K |
| Q1 2019 | share | Increase | 0.00% | 40.35K shares | 3.27M | $76.1 | 40.35K |
| Q2 2018 | share | Decrease | -100.00% | -7.09K shares | -562K | $72.65 | 0 |
| Q1 2018 | share | Increase | +31.61% | 1.70K shares | 122K | $72.81 | 7.09K |
| Q4 2017 | share | Decrease | -0.63% | -34 shares | -4K | $73.98 | 5.38K |
| Q3 2017 | share | Decrease | -47.39% | -4.88K shares | -402K | $73.68 | 5.42K |
| Q2 2017 | share | Increase | 0.00% | 10.30K shares | 846K | $73.11 | 10.30K |