INSTITUTE FOR WEALTH MANAGEMENT, LLC. – Vanguard Energy Index Fund Transaction History
INSTITUTE FOR WEALTH MANAGEMENT, LLC. portfolio value:
$773,000
portfolio value
INSTITUTE FOR WEALTH MANAGEMENT, LLC. quarter portfolio value change:
+2.12%
quarter
Vanguard Energy Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.10% | -8 shares | 15K | $101.58 | 7.61K |
| Q2 2022 | share | Decrease | -25.01% | -2.54K shares | -330K | $99.47 | 7.62K |
| Q1 2022 | share | Increase | +2.28% | 227 shares | 317K | $107.04 | 10.16K |
| Q4 2021 | share | Decrease | -2.06% | -209 shares | 21K | $77.38 | 9.93K |
| Q3 2021 | share | Increase | +26.69% | 2.13K shares | 142K | $73.9 | 10.14K |
| Q2 2021 | share | Increase | +3.68% | 284 shares | 83K | $74.97 | 8.00K |
| Q1 2021 | share | Increase | 0.00% | 7.72K shares | 525K | $66.59 | 7.72K |
| Q1 2020 | share | Decrease | -100.00% | -100 shares | -8K | $35.75 | 0 |
| Q4 2019 | share | Increase | 0.00% | 100 shares | 8K | $75.14 | 100 |
| Q3 2018 | share | Decrease | -100.00% | -11.32K shares | -1.18M | $93 | 0 |
| Q2 2018 | share | Increase | +201.79% | 7.57K shares | 839K | $92.38 | 11.32K |
| Q1 2018 | share | Increase | +11.33% | 382 shares | -6K | $80.71 | 3.75K |
| Q4 2017 | share | Increase | 0.00% | 3.37K shares | 355K | $85.91 | 3.37K |