INSTITUTE FOR WEALTH MANAGEMENT, LLC. – Vanguard Consumer Discretionary Fund Transaction History
INSTITUTE FOR WEALTH MANAGEMENT, LLC. portfolio value:
$977,000
portfolio value
INSTITUTE FOR WEALTH MANAGEMENT, LLC. quarter portfolio value change:
+3.35%
quarter
Vanguard Consumer Discretionary Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +110.80% | 2.18K shares | 528K | $235.07 | 4.15K |
| Q2 2022 | share | Increase | +68.40% | 801 shares | 92K | $227.46 | 1.97K |
| Q1 2022 | share | Decrease | -66.94% | -2.37K shares | -850K | $305.24 | 1.17K |
| Q4 2021 | share | Decrease | -4.63% | -172 shares | 56K | $341.47 | 3.54K |
| Q3 2021 | share | Increase | +11.60% | 386 shares | 106K | $309.97 | 3.71K |
| Q2 2021 | share | Increase | +1.53% | 50 shares | 77K | $312.47 | 3.32K |
| Q1 2021 | share | Increase | +21.99% | 591 shares | 228K | $293.56 | 3.27K |
| Q4 2020 | share | Decrease | -5.65% | -161 shares | 72K | $273.38 | 2.68K |
| Q3 2020 | share | Decrease | -12.75% | -416 shares | 15K | $233.09 | 2.84K |
| Q2 2020 | share | Increase | +15.87% | 447 shares | 244K | $195.47 | 3.26K |
| Q1 2020 | share | Decrease | -38.17% | -1.73K shares | -454K | $141.67 | 2.81K |
| Q4 2019 | share | Decrease | -0.89% | -41 shares | 35K | $184.29 | 4.55K |
| Q3 2019 | share | Decrease | -19.90% | -1.14K shares | -202K | $174.48 | 4.59K |
| Q2 2019 | share | Increase | 0.00% | 5.73K shares | 1.03M | $173.21 | 5.73K |
| Q1 2019 | share | Decrease | -100.00% | -9.76K shares | -1.47M | $166.04 | 0 |
| Q4 2018 | share | Increase | 0.00% | 9.76K shares | 1.47M | $144.6 | 9.76K |
| Q2 2018 | share | Decrease | -100.00% | -8.34K shares | -1.34M | $161.89 | 0 |
| Q1 2018 | share | Increase | +38.18% | 2.30K shares | 399K | $150.89 | 8.34K |
| Q4 2017 | share | Increase | +6.34% | 360 shares | 128K | $148.01 | 6.04K |
| Q3 2017 | share | Decrease | -21.31% | -1.53K shares | -210K | $135.58 | 5.68K |
| Q2 2017 | share | Increase | +255.89% | 5.19K shares | 775K | $133.79 | 7.22K |