MODERA WEALTH MANAGEMENT, LLC – Vanguard Tax-Exempt Bond Index Fund Transaction History
MODERA WEALTH MANAGEMENT, LLC portfolio value:
$15.70M
portfolio value
MODERA WEALTH MANAGEMENT, LLC quarter portfolio value change:
-3.57%
quarter
Vanguard Tax-Exempt Bond Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -3.45% | -11.66K shares | -1.16M | $48.14 | 326.24K |
| Q2 2022 | share | Increase | +109.21% | 176.39K shares | 8.54M | $49.92 | 337.90K |
| Q1 2022 | share | Increase | +3.12% | 4.88K shares | -275K | $51.55 | 161.51K |
| Q4 2021 | share | Increase | +11.07% | 15.61K shares | 877K | $54.93 | 156.63K |
| Q3 2021 | share | Increase | +2.84% | 3.88K shares | 141K | $54.55 | 141.01K |
| Q2 2021 | share | Increase | +4.63% | 6.06K shares | 422K | $54.86 | 137.13K |
| Q1 2021 | share | Decrease | -0.21% | -277 shares | -87K | $53.98 | 131.06K |
| Q4 2020 | share | Increase | +1202.08% | 121.25K shares | 6.69M | $54.36 | 131.34K |
| Q3 2020 | share | Increase | +107.47% | 5.22K shares | 286K | $53.28 | 10.08K |
| Q2 2020 | share | 0.00% | 0 shares | 6K | $52.73 | 4.86K | |
| Q1 2020 | share | 0.00% | 0 shares | -3K | $51.23 | 4.86K | |
| Q4 2019 | share | Increase | +8.67% | 388 shares | 20K | $51.68 | 4.86K |
| Q3 2019 | share | Increase | 0.00% | 4.47K shares | 240K | $51.37 | 4.47K |