INSTITUTE FOR WEALTH MANAGEMENT, LLC. – Vanguard Health Care Index Fund Transaction History
INSTITUTE FOR WEALTH MANAGEMENT, LLC. portfolio value:
$757,000
portfolio value
INSTITUTE FOR WEALTH MANAGEMENT, LLC. quarter portfolio value change:
-5.01%
quarter
Vanguard Health Care Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -50.12% | -3.40K shares | -841K | $223.7 | 3.38K |
| Q2 2022 | share | Increase | +5.35% | 345 shares | -41K | $235.5 | 6.78K |
| Q1 2022 | share | Increase | +3.40% | 212 shares | -21K | $254.38 | 6.44K |
| Q4 2021 | share | Decrease | -3.84% | -249 shares | 58K | $267.51 | 6.23K |
| Q3 2021 | share | Increase | +2.43% | 154 shares | 39K | $247.16 | 6.48K |
| Q2 2021 | share | Decrease | -0.03% | -2 shares | 116K | $246.25 | 6.32K |
| Q1 2021 | share | Increase | +16.77% | 909 shares | 235K | $227.29 | 6.32K |
| Q4 2020 | share | Decrease | -4.80% | -273 shares | 51K | $221.68 | 5.41K |
| Q3 2020 | share | Decrease | -25.56% | -1.95K shares | -312K | $201.34 | 5.69K |
| Q2 2020 | share | Decrease | -6.24% | -509 shares | 119K | $189.54 | 7.64K |
| Q1 2020 | share | Decrease | -2.05% | -171 shares | -242K | $162.77 | 8.15K |
| Q4 2019 | share | Increase | +84.94% | 3.82K shares | 841K | $187.44 | 8.32K |
| Q3 2019 | share | Decrease | -37.36% | -2.68K shares | -495K | $163.3 | 4.50K |
| Q2 2019 | share | Decrease | -28.94% | -2.92K shares | -499K | $168.76 | 7.18K |
| Q1 2019 | share | Decrease | -28.41% | -4.01K shares | -520K | $166.24 | 10.11K |
| Q4 2018 | share | Increase | 0.00% | 14.12K shares | 2.26M | $153.81 | 14.12K |
| Q2 2018 | share | Decrease | -100.00% | -6.85K shares | -1.06M | $151.37 | 0 |
| Q1 2018 | share | Decrease | -62.68% | -11.52K shares | -1.84M | $145.45 | 6.85K |
| Q4 2017 | share | Increase | +218.21% | 12.60K shares | 2.02M | $145.68 | 18.38K |
| Q3 2017 | share | Decrease | -49.73% | -5.71K shares | -806K | $143.4 | 5.77K |
| Q2 2017 | share | Increase | +24.46% | 2.25K shares | 459K | $138.3 | 11.49K |