INSTITUTE FOR WEALTH MANAGEMENT, LLC. – Vanguard Growth Index Fund Transaction History
INSTITUTE FOR WEALTH MANAGEMENT, LLC. portfolio value:
$3.44M
portfolio value
INSTITUTE FOR WEALTH MANAGEMENT, LLC. quarter portfolio value change:
-4.01%
quarter
Vanguard Growth Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -3.31% | -550 shares | -266K | $213.95 | 16.08K |
| Q2 2022 | share | Decrease | -2.16% | -367 shares | -1.18M | $222.89 | 16.63K |
| Q1 2022 | share | Decrease | -0.51% | -87 shares | -595K | $287.6 | 17.00K |
| Q4 2021 | share | Decrease | -5.82% | -1.05K shares | 219K | $322.48 | 17.09K |
| Q3 2021 | share | Decrease | -3.48% | -655 shares | -127K | $290.17 | 18.14K |
| Q2 2021 | share | Decrease | -0.84% | -159 shares | 519K | $286.51 | 18.80K |
| Q1 2021 | share | Decrease | -6.51% | -1.32K shares | -264K | $256.43 | 18.96K |
| Q4 2020 | share | Increase | +0.48% | 96 shares | 543K | $252.36 | 20.28K |
| Q3 2020 | share | Increase | +24.73% | 4.00K shares | 1.32M | $226.32 | 20.18K |
| Q2 2020 | share | Decrease | -23.06% | -4.85K shares | -25K | $200.57 | 16.18K |
| Q1 2020 | share | Increase | +260.47% | 15.20K shares | 2.23M | $155.19 | 21.03K |
| Q4 2019 | share | Decrease | -37.66% | -3.52K shares | -494K | $179.98 | 5.83K |
| Q3 2019 | share | Decrease | -63.83% | -16.52K shares | -2.67M | $163.82 | 9.36K |
| Q2 2019 | share | Decrease | -16.48% | -5.10K shares | -623K | $160.6 | 25.88K |
| Q1 2019 | share | Increase | 0.00% | 30.99K shares | 4.85M | $153.36 | 30.99K |