INSTITUTE FOR WEALTH MANAGEMENT, LLC. – Vanguard Pacific Stock Index Fund Transaction History
INSTITUTE FOR WEALTH MANAGEMENT, LLC. portfolio value:
$849,000
portfolio value
INSTITUTE FOR WEALTH MANAGEMENT, LLC. quarter portfolio value change:
-9.51%
quarter
Vanguard Pacific Stock Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -5.47% | -855 shares | -144K | $57.44 | 14.78K |
| Q2 2022 | share | Decrease | -6.87% | -1.15K shares | -251K | $63.48 | 15.63K |
| Q1 2022 | share | Decrease | -2.21% | -379 shares | -96K | $74.05 | 16.79K |
| Q4 2021 | share | Decrease | -6.01% | -1.09K shares | -141K | $78.14 | 17.17K |
| Q3 2021 | share | Decrease | -1.34% | -248 shares | -43K | $81.04 | 18.27K |
| Q2 2021 | share | Decrease | -1.13% | -212 shares | -6K | $81.95 | 18.51K |
| Q1 2021 | share | Decrease | -10.12% | -2.11K shares | -129K | $80.82 | 18.73K |
| Q4 2020 | share | Decrease | -1.62% | -343 shares | 217K | $78.62 | 20.84K |
| Q3 2020 | share | Decrease | -2.02% | -437 shares | 66K | $66.46 | 21.18K |
| Q2 2020 | share | Decrease | -20.68% | -5.63K shares | -128K | $61.88 | 21.62K |
| Q1 2020 | share | Increase | +6.05% | 1.55K shares | -284K | $53.43 | 27.25K |
| Q4 2019 | share | Increase | 0.00% | 25.70K shares | 1.78M | $67.39 | 25.70K |
| Q4 2018 | share | Decrease | -100.00% | -39.3K shares | -2.79M | $57.03 | 0 |
| Q3 2018 | share | Decrease | -2.24% | -900 shares | -22K | $65.79 | 39.3K |
| Q2 2018 | share | Increase | +31.07% | 9.52K shares | 571K | $64.53 | 40.2K |
| Q1 2018 | share | Decrease | -40.18% | -20.59K shares | -1.52M | $66.77 | 30.67K |
| Q4 2017 | share | Increase | +126.23% | 28.60K shares | 2.22M | $66.62 | 51.27K |
| Q3 2017 | share | Decrease | -17.68% | -4.86K shares | -266K | $61.51 | 22.66K |
| Q2 2017 | share | Increase | +25.35% | 5.56K shares | 567K | $59.09 | 27.53K |