BURT WEALTH ADVISORS – Vanguard Total Stock Market Index Fund Transaction History
BURT WEALTH ADVISORS portfolio value:
$220,000
portfolio value
BURT WEALTH ADVISORS quarter portfolio value change:
-4.85%
quarter
Vanguard Total Stock Market Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -11K | $179.47 | 1.22K | |
| Q2 2022 | share | 0.00% | 0 shares | -48K | $188.62 | 1.22K | |
| Q1 2022 | share | 0.00% | 0 shares | -17K | $227.67 | 1.22K | |
| Q4 2021 | share | Decrease | -20.71% | -320 shares | -47K | $242.21 | 1.22K |
| Q3 2021 | share | 0.00% | 0 shares | -1K | $222.06 | 1.54K | |
| Q2 2021 | share | 0.00% | 0 shares | 25K | $222.12 | 1.54K | |
| Q1 2021 | share | Decrease | -1.53% | -24 shares | 14K | $205.41 | 1.54K |
| Q4 2020 | share | 0.00% | 0 shares | 38K | $192.8 | 1.56K | |
| Q3 2020 | share | Increase | +0.90% | 14 shares | 24K | $168.02 | 1.56K |
| Q2 2020 | share | 0.00% | 0 shares | 43K | $153.8 | 1.55K | |
| Q1 2020 | share | 0.00% | 0 shares | -54K | $126.1 | 1.55K | |
| Q4 2019 | share | Decrease | -7.55% | -127 shares | 0 | $159.31 | 1.55K |
| Q3 2019 | share | 0.00% | 0 shares | 2K | $146.23 | 1.68K | |
| Q2 2019 | share | 0.00% | 0 shares | 9K | $144.68 | 1.68K | |
| Q1 2019 | share | 0.00% | 0 shares | 28K | $138.98 | 1.68K | |
| Q4 2018 | share | Decrease | -1.98% | -34 shares | -42K | $121.91 | 1.68K |
| Q3 2018 | share | 0.00% | 0 shares | 16K | $142.09 | 1.71K | |
| Q2 2018 | share | 0.00% | 0 shares | 8K | $132.7 | 1.71K | |
| Q1 2018 | share | 0.00% | 0 shares | -3K | $127.71 | 1.71K | |
| Q4 2017 | share | Decrease | -40.52% | -1.16K shares | -138K | $128.62 | 1.71K |
| Q3 2017 | share | Increase | +4479.37% | 2.82K shares | 367K | $120.78 | 2.88K |
| Q2 2017 | share | 0.00% | 0 shares | -1K | $115.56 | 63 | |
| Q1 2017 | share | 0.00% | 0 shares | 1K | $112.13 | 63 | |
| Q4 2016 | share | 0.00% | 0 shares | 0 | $106.11 | 63 | |
| Q3 2016 | share | Increase | 0.00% | 63 shares | 7K | $101.8 | 63 |