MODERA WEALTH MANAGEMENT, LLC – Vanguard Utilities Index Fund Transaction History
MODERA WEALTH MANAGEMENT, LLC portfolio value:
$377,000
portfolio value
MODERA WEALTH MANAGEMENT, LLC quarter portfolio value change:
-6.62%
quarter
Vanguard Utilities Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -26K | $142.26 | 2.64K | |
| Q2 2022 | share | Decrease | -10.57% | -313 shares | -76K | $152.35 | 2.64K |
| Q1 2022 | share | Increase | +126.90% | 1.65K shares | 275K | $161.81 | 2.96K |
| Q4 2021 | share | Increase | 0.00% | 1.30K shares | 204K | $155.79 | 1.30K |