INSTITUTE FOR WEALTH MANAGEMENT, LLC. – Vanguard Utilities Index Fund Transaction History
INSTITUTE FOR WEALTH MANAGEMENT, LLC. portfolio value:
$576,000
portfolio value
INSTITUTE FOR WEALTH MANAGEMENT, LLC. quarter portfolio value change:
-6.62%
quarter
Vanguard Utilities Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -15.74% | -756 shares | -156K | $142.26 | 4.04K |
| Q2 2022 | share | Decrease | -3.88% | -194 shares | -77K | $152.35 | 4.80K |
| Q1 2022 | share | Increase | +9.20% | 421 shares | 93K | $161.81 | 4.99K |
| Q4 2021 | share | Decrease | -4.07% | -194 shares | 52K | $155.79 | 4.57K |
| Q3 2021 | share | Increase | +22.08% | 863 shares | 122K | $139.14 | 4.77K |
| Q2 2021 | share | Increase | 0.00% | 3.90K shares | 542K | $137.6 | 3.90K |
| Q4 2020 | share | Decrease | -100.00% | -4.90K shares | -634K | $134.18 | 0 |
| Q3 2020 | share | Decrease | -3.84% | -196 shares | 3K | $125.02 | 4.90K |
| Q2 2020 | share | Decrease | -7.79% | -431 shares | -44K | $118.93 | 5.10K |
| Q1 2020 | share | Decrease | -14.07% | -906 shares | -245K | $116.1 | 5.53K |
| Q4 2019 | share | Decrease | -3.14% | -209 shares | -35K | $135.2 | 6.44K |
| Q3 2019 | share | Decrease | -24.93% | -2.20K shares | -223K | $134.95 | 6.65K |
| Q2 2019 | share | Increase | +20.32% | 1.49K shares | 220K | $123.94 | 8.85K |
| Q1 2019 | share | Decrease | -44.29% | -5.85K shares | -599K | $119.97 | 7.36K |
| Q4 2018 | share | Increase | 0.00% | 13.21K shares | 1.55M | $108.28 | 13.21K |
| Q1 2018 | share | Decrease | -100.00% | -7.94K shares | -926K | $100.24 | 0 |
| Q4 2017 | share | Increase | +7.42% | 549 shares | 62K | $103.74 | 7.94K |
| Q3 2017 | share | Decrease | -16.64% | -1.47K shares | -151K | $103.11 | 7.39K |
| Q2 2017 | share | Increase | 0.00% | 8.87K shares | 1.01M | $100.06 | 8.87K |