INSTITUTE FOR WEALTH MANAGEMENT, LLC. – Vanguard Small Cap Value Index Fund Transaction History
INSTITUTE FOR WEALTH MANAGEMENT, LLC. portfolio value:
$961,000
portfolio value
INSTITUTE FOR WEALTH MANAGEMENT, LLC. quarter portfolio value change:
-4.29%
quarter
Vanguard Small Cap Value Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -32.65% | -3.25K shares | -530K | $143.4 | 6.70K |
| Q2 2022 | share | Increase | +61.22% | 3.78K shares | 405K | $149.82 | 9.95K |
| Q1 2022 | share | Increase | +0.15% | 9 shares | -17K | $175.94 | 6.17K |
| Q4 2021 | share | Decrease | -20.60% | -1.59K shares | -211K | $178.69 | 6.16K |
| Q3 2021 | share | Decrease | -3.85% | -311 shares | -88K | $169.26 | 7.76K |
| Q2 2021 | share | Decrease | -2.52% | -209 shares | 30K | $172.99 | 8.07K |
| Q1 2021 | share | Increase | +35.18% | 2.15K shares | 501K | $164.36 | 8.28K |
| Q4 2020 | share | Increase | +92.46% | 2.94K shares | 519K | $140.59 | 6.12K |
| Q3 2020 | share | Increase | 0.00% | 3.18K shares | 352K | $108.7 | 3.18K |
| Q1 2020 | share | Decrease | -100.00% | -1.10K shares | -151K | $86.35 | 0 |
| Q4 2019 | share | Increase | 0.00% | 1.10K shares | 151K | $132.8 | 1.10K |
| Q3 2019 | share | Decrease | -100.00% | -1.53K shares | -200K | $123.92 | 0 |
| Q2 2019 | share | Decrease | -21.05% | -409 shares | -50K | $125.09 | 1.53K |
| Q1 2019 | share | Increase | 0.00% | 1.94K shares | 250K | $122.65 | 1.94K |
| Q2 2018 | share | Decrease | -100.00% | -6.76K shares | -883K | $127.1 | 0 |
| Q1 2018 | share | Decrease | -4.23% | -299 shares | -55K | $120.69 | 6.76K |
| Q4 2017 | share | Decrease | -6.00% | -451 shares | -23K | $123.29 | 7.06K |
| Q3 2017 | share | Decrease | -26.43% | -2.70K shares | -296K | $117.89 | 7.51K |
| Q2 2017 | share | Decrease | -30.76% | -4.54K shares | -201K | $112.84 | 10.22K |