BETA WEALTH GROUP, INC. – Vanguard Long-Term Treasury Index Fund Transaction History
BETA WEALTH GROUP, INC. portfolio value:
$984,000
portfolio value
BETA WEALTH GROUP, INC. quarter portfolio value change:
-10.29%
quarter
Vanguard Long-Term Treasury Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -10.62% | -1.85K shares | -243K | $62.94 | 15.63K |
| Q2 2022 | share | Increase | +14.07% | 2.15K shares | -6K | $70.16 | 17.49K |
| Q1 2022 | share | Decrease | -1.15% | -179 shares | -128K | $80.4 | 15.33K |
| Q4 2021 | share | 0.00% | 0 shares | 0 | $89.34 | 15.51K | |
| Q3 2021 | share | Decrease | -21.85% | -4.33K shares | -380K | $87.31 | 15.51K |
| Q2 2021 | share | Increase | +0.78% | 154 shares | 110K | $86.9 | 19.85K |
| Q1 2021 | share | Increase | 0.00% | 19.69K shares | 1.63M | $81.65 | 19.69K |