BURT WEALTH ADVISORS – Vanguard Tax-Exempt Bond Index Fund Transaction History
BURT WEALTH ADVISORS portfolio value:
$1.75M
portfolio value
BURT WEALTH ADVISORS 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 | Increase | +82.57% | 16.51K shares | 760K | $48.14 | 36.51K |
| Q2 2022 | share | Decrease | -49.07% | -19.26K shares | -1.02M | $49.92 | 20.00K |
| Q1 2022 | share | Increase | +13.12% | 4.55K shares | 118K | $51.55 | 39.27K |
| Q4 2021 | share | Increase | +11.02% | 3.44K shares | 193K | $54.93 | 34.71K |
| Q3 2021 | share | Increase | +5.46% | 1.61K shares | 73K | $54.55 | 31.27K |
| Q2 2021 | share | Increase | +3.46% | 992 shares | 74K | $54.86 | 29.65K |
| Q1 2021 | share | Increase | +9.40% | 2.46K shares | 120K | $53.98 | 28.66K |
| Q4 2020 | share | Increase | +3.97% | 1K shares | 74K | $54.36 | 26.19K |
| Q3 2020 | share | Increase | +5.62% | 1.34K shares | 80K | $53.28 | 25.19K |
| Q2 2020 | share | 0.00% | 0 shares | 30K | $52.73 | 23.85K | |
| Q1 2020 | share | Increase | +9.29% | 2.02K shares | 93K | $51.23 | 23.85K |
| Q4 2019 | share | Increase | +6.33% | 1.3K shares | 68K | $51.68 | 21.83K |
| Q3 2019 | share | Increase | +6.76% | 1.3K shares | 80K | $51.37 | 20.53K |
| Q2 2019 | share | Increase | +200.47% | 12.83K shares | 687K | $50.55 | 19.23K |
| Q1 2019 | share | 0.00% | 0 shares | 7K | $49.37 | 6.4K | |
| Q4 2018 | share | Decrease | -20.99% | -1.7K shares | -82K | $48.14 | 6.4K |
| Q3 2018 | share | 0.00% | 0 shares | -4K | $47.25 | 8.1K | |
| Q2 2018 | share | Increase | +491.24% | 6.73K shares | 343K | $47.42 | 8.1K |
| Q1 2018 | share | 0.00% | 0 shares | -1K | $47.01 | 1.37K | |
| Q4 2017 | share | 0.00% | 0 shares | 0 | $47.64 | 1.37K | |
| Q3 2017 | share | 0.00% | 0 shares | 1K | $47.31 | 1.37K | |
| Q2 2017 | share | 0.00% | 0 shares | 1K | $46.76 | 1.37K | |
| Q1 2017 | share | 0.00% | 0 shares | 0 | $45.91 | 1.37K | |
| Q4 2016 | share | 0.00% | 0 shares | -2K | $45.43 | 1.37K | |
| Q3 2016 | share | Increase | 0.00% | 1.37K shares | 71K | $46.91 | 1.37K |