INSTITUTE FOR WEALTH MANAGEMENT, LLC. – Vanguard Information Technology Index Fund Transaction History
INSTITUTE FOR WEALTH MANAGEMENT, LLC. portfolio value:
$1.08M
portfolio value
INSTITUTE FOR WEALTH MANAGEMENT, LLC. quarter portfolio value change:
-5.87%
quarter
Vanguard Information Technology Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +53.87% | 1.24K shares | 337K | $307.37 | 3.54K |
| Q2 2022 | share | Decrease | -36.11% | -1.30K shares | -749K | $326.55 | 2.30K |
| Q1 2022 | share | Increase | +4.47% | 154 shares | -79K | $416.48 | 3.60K |
| Q4 2021 | share | Decrease | -6.66% | -246 shares | 97K | $460.46 | 3.44K |
| Q3 2021 | share | Decrease | -2.07% | -78 shares | -22K | $401.29 | 3.69K |
| Q2 2021 | share | Increase | +0.03% | 1 shares | 153K | $397.9 | 3.77K |
| Q1 2021 | share | Increase | +26.11% | 781 shares | 294K | $357.17 | 3.77K |
| Q4 2020 | share | Increase | +6.03% | 170 shares | 179K | $351.87 | 2.99K |
| Q3 2020 | share | Decrease | -10.27% | -323 shares | 3K | $309.15 | 2.82K |
| Q2 2020 | share | Decrease | -14.36% | -527 shares | 98K | $276 | 3.14K |
| Q1 2020 | share | Decrease | -15.18% | -657 shares | -282K | $209.33 | 3.67K |
| Q4 2019 | share | Increase | +1.00% | 43 shares | 136K | $241 | 4.32K |
| Q3 2019 | share | Decrease | -29.34% | -1.77K shares | -355K | $211.59 | 4.28K |
| Q2 2019 | share | Increase | +27.31% | 1.30K shares | 317K | $206.22 | 6.06K |
| Q1 2019 | share | Increase | +259.47% | 3.43K shares | 741K | $195.6 | 4.76K |
| Q4 2018 | share | Increase | 0.00% | 1.32K shares | 221K | $162.17 | 1.32K |
| Q2 2018 | share | Decrease | -100.00% | -8.65K shares | -1.47M | $175.13 | 0 |
| Q1 2018 | share | Increase | +38.51% | 2.40K shares | 449K | $164.65 | 8.65K |
| Q4 2017 | share | Increase | +5.36% | 318 shares | 128K | $158.28 | 6.25K |
| Q3 2017 | share | Decrease | -25.38% | -2.01K shares | -219K | $145.66 | 5.93K |
| Q2 2017 | share | Increase | +242.86% | 5.63K shares | 870K | $134.6 | 7.95K |