INSTITUTE FOR WEALTH MANAGEMENT, LLC. – Vanguard Short-Term Treasury Index Fund Transaction History
INSTITUTE FOR WEALTH MANAGEMENT, LLC. portfolio value:
$2.82M
portfolio value
INSTITUTE FOR WEALTH MANAGEMENT, LLC. quarter portfolio value change:
-1.82%
quarter
Vanguard Short-Term Treasury Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -3.64% | -1.84K shares | -161K | $57.79 | 48.92K |
| Q2 2022 | share | Decrease | -1.17% | -601 shares | -56K | $58.86 | 50.77K |
| Q1 2022 | share | Decrease | -1.42% | -742 shares | -126K | $59.26 | 51.37K |
| Q4 2021 | share | Decrease | -5.42% | -2.98K shares | -214K | $60.83 | 52.11K |
| Q3 2021 | share | Increase | +0.09% | 51 shares | 2K | $61.37 | 55.10K |
| Q2 2021 | share | Decrease | -1.92% | -1.07K shares | -71K | $61.33 | 55.05K |
| Q1 2021 | share | Decrease | -13.66% | -8.88K shares | -551K | $61.37 | 56.12K |
| Q4 2020 | share | Increase | +2.54% | 1.61K shares | 68K | $61.4 | 65.00K |
| Q3 2020 | share | Increase | +4.88% | 2.94K shares | 176K | $61.38 | 63.39K |
| Q2 2020 | share | Increase | 0.00% | 60.44K shares | 3.76M | $61.34 | 60.44K |
| Q1 2020 | share | Decrease | -100.00% | -13.97K shares | -850K | $61.27 | 0 |
| Q4 2019 | share | Increase | +16.84% | 2.01K shares | 121K | $59.59 | 13.97K |
| Q3 2019 | share | Increase | 0.00% | 11.96K shares | 729K | $59.27 | 11.96K |