INSTITUTE FOR WEALTH MANAGEMENT, LLC. – Vanguard Consumer Staples Fund Transaction History
INSTITUTE FOR WEALTH MANAGEMENT, LLC. portfolio value:
$557,000
portfolio value
INSTITUTE FOR WEALTH MANAGEMENT, LLC. quarter portfolio value change:
-7.31%
quarter
Vanguard Consumer Staples Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +30.81% | 764 shares | 97K | $171.79 | 3.24K |
| Q2 2022 | share | Decrease | -31.68% | -1.15K shares | -251K | $185.34 | 2.48K |
| Q1 2022 | share | Increase | +3.42% | 120 shares | 9K | $195.91 | 3.63K |
| Q4 2021 | share | Decrease | -3.39% | -123 shares | 51K | $198.6 | 3.51K |
| Q3 2021 | share | Increase | +7.17% | 243 shares | 32K | $179.22 | 3.63K |
| Q2 2021 | share | Increase | +7.14% | 226 shares | 55K | $181.47 | 3.39K |
| Q1 2021 | share | Decrease | -19.92% | -787 shares | -123K | $176.22 | 3.16K |
| Q4 2020 | share | Increase | +1.33% | 52 shares | 50K | $171.04 | 3.95K |
| Q3 2020 | share | Decrease | -15.44% | -712 shares | -53K | $159.21 | 3.89K |
| Q2 2020 | share | Increase | +28.66% | 1.02K shares | 196K | $145 | 4.61K |
| Q1 2020 | share | Decrease | -38.38% | -2.23K shares | -444K | $132.47 | 3.58K |
| Q4 2019 | share | Decrease | -1.31% | -77 shares | 15K | $154.32 | 5.81K |
| Q3 2019 | share | Decrease | -4.12% | -253 shares | 9K | $148.88 | 5.89K |
| Q2 2019 | share | Increase | 0.00% | 6.14K shares | 914K | $140.49 | 6.14K |
| Q1 2018 | share | Decrease | -100.00% | -6.26K shares | -915K | $124.19 | 0 |
| Q4 2017 | share | Increase | +8.93% | 514 shares | 118K | $132.72 | 6.26K |
| Q3 2017 | share | Decrease | -17.50% | -1.22K shares | -188K | $125.03 | 5.75K |
| Q2 2017 | share | Increase | +254.32% | 5.00K shares | 731K | $126.54 | 6.97K |