INSTITUTE FOR WEALTH MANAGEMENT, LLC. – Vanguard Short-Term Corporate Bond Index Fund Transaction History
INSTITUTE FOR WEALTH MANAGEMENT, LLC. portfolio value:
$859,000
portfolio value
INSTITUTE FOR WEALTH MANAGEMENT, LLC. quarter portfolio value change:
-2.60%
quarter
Vanguard Short-Term Corporate Bond Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -15.74% | -2.16K shares | -188K | $74.28 | 11.56K |
| Q2 2022 | share | Decrease | -2.89% | -408 shares | -57K | $76.26 | 13.72K |
| Q1 2022 | share | Decrease | -16.27% | -2.74K shares | -268K | $78.09 | 14.13K |
| Q4 2021 | share | Increase | +22.43% | 3.09K shares | 236K | $81.31 | 16.88K |
| Q3 2021 | share | Increase | +4.41% | 583 shares | 44K | $82.1 | 13.78K |
| Q2 2021 | share | Increase | +0.45% | 59 shares | 7K | $82.08 | 13.20K |
| Q1 2021 | share | Increase | +3.64% | 462 shares | 29K | $81.55 | 13.14K |
| Q4 2020 | share | Increase | +1.67% | 208 shares | 22K | $82.06 | 12.68K |
| Q3 2020 | share | Decrease | -4.16% | -542 shares | -42K | $81.13 | 12.47K |
| Q2 2020 | share | Decrease | -57.88% | -17.88K shares | -1.36M | $80.5 | 13.01K |
| Q1 2020 | share | Decrease | -30.22% | -13.38K shares | -1.14M | $76.52 | 30.90K |
| Q4 2019 | share | Decrease | -4.49% | -2.08K shares | -170K | $78.05 | 44.28K |
| Q3 2019 | share | Decrease | -19.33% | -11.10K shares | -879K | $77.33 | 46.37K |
| Q2 2019 | share | Decrease | -7.46% | -4.63K shares | -318K | $76.41 | 57.48K |
| Q1 2019 | share | Increase | +72.93% | 26.19K shares | 2.15M | $74.96 | 62.11K |
| Q4 2018 | share | Increase | +25.95% | 7.40K shares | 572K | $72.93 | 35.91K |
| Q3 2018 | share | Decrease | -4.06% | -1.20K shares | -97K | $72.44 | 28.51K |
| Q2 2018 | share | Increase | +5.58% | 1.57K shares | 121K | $71.9 | 29.72K |
| Q1 2018 | share | Decrease | -44.69% | -22.74K shares | -2.20M | $71.73 | 28.15K |
| Q4 2017 | share | Increase | +43.49% | 15.42K shares | 1.56M | $72.27 | 50.89K |
| Q3 2017 | share | Increase | +0.43% | 151 shares | 14K | $72.45 | 35.46K |
| Q2 2017 | share | Increase | 0.00% | 35.31K shares | 2.83M | $71.96 | 35.31K |