INSTITUTE FOR WEALTH MANAGEMENT, LLC. – Vanguard Emerging Markets Stock Index Fund Transaction History
INSTITUTE FOR WEALTH MANAGEMENT, LLC. portfolio value:
$1.01M
portfolio value
INSTITUTE FOR WEALTH MANAGEMENT, LLC. quarter portfolio value change:
-12.39%
quarter
Vanguard Emerging Markets Stock Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -5.95% | -1.75K shares | -217K | $36.49 | 27.74K |
| Q2 2022 | share | Decrease | -6.88% | -2.18K shares | -232K | $41.65 | 29.5K |
| Q1 2022 | share | Increase | +1.38% | 430 shares | -85K | $46.13 | 31.68K |
| Q4 2021 | share | Decrease | -34.45% | -16.42K shares | -838K | $49.59 | 31.25K |
| Q3 2021 | share | Decrease | -0.61% | -292 shares | -221K | $50.01 | 47.67K |
| Q2 2021 | share | Decrease | -4.30% | -2.15K shares | -4K | $53.8 | 47.96K |
| Q1 2021 | share | Increase | +7.19% | 3.36K shares | 266K | $51.29 | 50.11K |
| Q4 2020 | share | Increase | +24.02% | 9.05K shares | 713K | $49.31 | 46.75K |
| Q3 2020 | share | Increase | +3.83% | 1.39K shares | 192K | $42.29 | 37.69K |
| Q2 2020 | share | Decrease | -18.65% | -8.32K shares | -59K | $38.37 | 36.30K |
| Q1 2020 | share | Increase | +42.07% | 13.21K shares | 100K | $32.36 | 44.63K |
| Q4 2019 | share | Decrease | -13.10% | -4.73K shares | -59K | $42.81 | 31.41K |
| Q3 2019 | share | Decrease | -28.22% | -14.21K shares | -686K | $38.27 | 36.15K |
| Q2 2019 | share | Decrease | -16.09% | -9.65K shares | -410K | $39.92 | 50.36K |
| Q1 2019 | share | Increase | 0.00% | 60.02K shares | 2.55M | $39.62 | 60.02K |
| Q4 2018 | share | Decrease | -100.00% | -17.49K shares | -710K | $35.45 | 0 |
| Q3 2018 | share | Decrease | -31.38% | -8.00K shares | -376K | $37.89 | 17.49K |
| Q2 2018 | share | Decrease | -33.48% | -12.83K shares | -670K | $38.55 | 25.49K |
| Q1 2018 | share | Decrease | -38.02% | -23.50K shares | -1.15M | $42.64 | 38.32K |
| Q4 2017 | share | Increase | +150.78% | 37.17K shares | 1.83M | $41.59 | 61.83K |
| Q3 2017 | share | Decrease | -30.68% | -10.91K shares | -379K | $39.29 | 24.65K |
| Q2 2017 | share | Increase | 0.00% | 35.57K shares | 1.45M | $36.39 | 35.57K |