INSTITUTE FOR WEALTH MANAGEMENT, LLC. – Vanguard Real Estate Index Fund Transaction History
INSTITUTE FOR WEALTH MANAGEMENT, LLC. portfolio value:
$960,000
portfolio value
INSTITUTE FOR WEALTH MANAGEMENT, LLC. quarter portfolio value change:
-12.01%
quarter
Vanguard Real Estate Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -18.62% | -2.74K shares | -381K | $80.17 | 11.98K |
| Q2 2022 | share | Increase | +11.00% | 1.45K shares | -96K | $91.11 | 14.72K |
| Q1 2022 | share | Decrease | -23.80% | -4.14K shares | -582K | $108.37 | 13.26K |
| Q4 2021 | share | Decrease | -7.08% | -1.32K shares | 113K | $115.69 | 17.40K |
| Q3 2021 | share | Increase | +2.89% | 526 shares | 53K | $101.78 | 18.73K |
| Q2 2021 | share | Increase | +4.89% | 848 shares | 259K | $101.16 | 18.20K |
| Q1 2021 | share | Increase | +23.29% | 3.27K shares | 398K | $90.64 | 17.35K |
| Q4 2020 | share | Decrease | -31.39% | -6.44K shares | -424K | $83.32 | 14.07K |
| Q3 2020 | share | Decrease | -8.66% | -1.94K shares | -144K | $76.25 | 20.52K |
| Q2 2020 | share | Decrease | -8.05% | -1.96K shares | 57K | $75.26 | 22.46K |
| Q1 2020 | share | Decrease | -11.15% | -3.06K shares | -845K | $66.29 | 24.43K |
| Q4 2019 | share | Decrease | -1.48% | -414 shares | -51K | $87.41 | 27.49K |
| Q3 2019 | share | Decrease | -3.95% | -1.14K shares | 63K | $86.92 | 27.91K |
| Q2 2019 | share | Increase | +18.10% | 4.45K shares | 399K | $80.82 | 29.06K |
| Q1 2019 | share | Increase | 0.00% | 24.60K shares | 2.14M | $79.61 | 24.60K |
| Q3 2017 | share | Decrease | -100.00% | -3.04K shares | -253K | $71.16 | 0 |
| Q2 2017 | share | Increase | 0.00% | 3.04K shares | 253K | $70.55 | 3.04K |