MODERA WEALTH MANAGEMENT, LLC – Vanguard Large Cap Index Fund Transaction History
MODERA WEALTH MANAGEMENT, LLC portfolio value:
$3.37M
portfolio value
MODERA WEALTH MANAGEMENT, LLC quarter portfolio value change:
-5.10%
quarter
Vanguard Large Cap Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -10.31% | -2.37K shares | -590K | $163.56 | 20.62K |
| Q2 2022 | share | Decrease | -8.97% | -2.26K shares | -1.30M | $172.35 | 22.99K |
| Q1 2022 | share | Increase | +0.05% | 12 shares | -314K | $208.49 | 25.25K |
| Q4 2021 | share | Increase | +175.95% | 16.09K shares | 3.74M | $220.97 | 25.24K |
| Q3 2021 | share | Decrease | -0.19% | -17 shares | -2K | $200.92 | 9.14K |
| Q2 2021 | share | 0.00% | 0 shares | 141K | $200.14 | 9.16K | |
| Q1 2021 | share | Decrease | -8.87% | -892 shares | -69K | $184.16 | 9.16K |
| Q4 2020 | share | Increase | +139.25% | 5.85K shares | 1.11M | $174.08 | 10.05K |
| Q3 2020 | share | 0.00% | 0 shares | 57K | $154.35 | 4.20K | |
| Q2 2020 | share | 0.00% | 0 shares | 103K | $140.53 | 4.20K | |
| Q1 2020 | share | Decrease | -20.63% | -1.09K shares | -285K | $115.87 | 4.20K |
| Q4 2019 | share | 0.00% | 0 shares | 61K | $143.88 | 5.29K | |
| Q3 2019 | share | 0.00% | 0 shares | 8K | $132 | 5.29K | |
| Q2 2019 | share | Increase | 0.00% | 5.29K shares | 714K | $129.91 | 5.29K |