INSTITUTE FOR WEALTH MANAGEMENT, LLC. – Vanguard Value Index Fund Transaction History
INSTITUTE FOR WEALTH MANAGEMENT, LLC. portfolio value:
$538,000
portfolio value
INSTITUTE FOR WEALTH MANAGEMENT, LLC. quarter portfolio value change:
-6.37%
quarter
Vanguard Value Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.07% | 3 shares | -37K | $123.48 | 4.36K |
| Q2 2022 | share | Increase | +10.03% | 397 shares | -10K | $131.88 | 4.35K |
| Q1 2022 | share | Decrease | -0.30% | -12 shares | 1K | $147.78 | 3.96K |
| Q4 2021 | share | Decrease | -53.22% | -4.51K shares | -565K | $147.05 | 3.97K |
| Q3 2021 | share | Decrease | -1.29% | -111 shares | -33K | $135.37 | 8.49K |
| Q2 2021 | call | Decrease | -100.00% | -10K shares | -1.31M | $136.66 | 0 |
| Q2 2021 | share | Increase | +14.18% | 1.06K shares | 192K | $136.66 | 8.60K |
| Q1 2021 | call | Increase | 0.00% | 10K shares | 1.31M | $129.99 | 10K |
| Q1 2021 | share | Increase | +65.80% | 2.99K shares | 449K | $129.99 | 7.53K |
| Q4 2020 | share | Increase | +67.61% | 1.83K shares | 258K | $117 | 4.54K |
| Q3 2020 | share | Increase | +15.95% | 373 shares | 50K | $102.1 | 2.71K |
| Q2 2020 | share | Decrease | -0.85% | -20 shares | 23K | $96.62 | 2.33K |
| Q1 2020 | share | Decrease | -11.29% | -300 shares | -109K | $85.73 | 2.35K |
| Q4 2019 | share | Decrease | -2.42% | -66 shares | 15K | $114.41 | 2.65K |
| Q3 2019 | share | Decrease | -35.45% | -1.49K shares | -164K | $105.75 | 2.72K |
| Q2 2019 | share | Increase | +8.12% | 317 shares | 48K | $104.48 | 4.22K |
| Q1 2019 | share | Increase | 0.00% | 3.90K shares | 420K | $100.74 | 3.90K |
| Q4 2018 | share | Decrease | -100.00% | -10.36K shares | -1.15M | $91.06 | 0 |
| Q3 2018 | share | Decrease | -4.98% | -543 shares | 14K | $102.11 | 10.36K |
| Q2 2018 | share | Increase | +8.30% | 836 shares | 93K | $95.16 | 10.90K |
| Q1 2018 | share | Increase | 0.00% | 10.06K shares | 1.04M | $94 | 10.06K |
| Q4 2017 | share | Decrease | -100.00% | -11.82K shares | -1.17M | $96.29 | 0 |
| Q3 2017 | share | Decrease | -20.82% | -3.10K shares | -262K | $89.86 | 11.82K |
| Q2 2017 | share | Increase | 0.00% | 14.93K shares | 1.44M | $86.34 | 14.93K |