INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC – Vanguard Total Stock Market Index Fund Transaction History
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC portfolio value:
$1.84M
portfolio value
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 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 | Increase | +1545.35% | 9.64K shares | 1.72M | $179.47 | 10.26K |
| Q2 2022 | share | Decrease | -60.85% | -970 shares | -245K | $188.62 | 624 |
| Q1 2022 | share | Decrease | -33.19% | -792 shares | -213K | $227.67 | 1.59K |
| Q4 2021 | share | Increase | +0.04% | 1 shares | 46K | $242.21 | 2.38K |
| Q3 2021 | share | Increase | +0.08% | 2 shares | -1K | $222.06 | 2.38K |
| Q2 2021 | share | Decrease | -3.13% | -77 shares | 23K | $222.12 | 2.38K |
| Q1 2021 | share | 0.00% | 0 shares | 29K | $205.41 | 2.46K | |
| Q4 2020 | share | Increase | +296.77% | 1.84K shares | 373K | $192.8 | 2.46K |
| Q3 2020 | share | 0.00% | 0 shares | 9K | $168.02 | 620 | |
| Q2 2020 | share | 0.00% | 0 shares | 17K | $153.8 | 620 | |
| Q1 2020 | share | 0.00% | 0 shares | -21K | $126.1 | 620 | |
| Q4 2019 | share | Decrease | -39.63% | -407 shares | -54K | $159.31 | 620 |
| Q3 2019 | share | 0.00% | 0 shares | 1K | $146.23 | 1.02K | |
| Q2 2019 | share | 0.00% | 0 shares | 5K | $144.68 | 1.02K | |
| Q1 2019 | share | Decrease | -64.78% | -1.88K shares | -223K | $138.98 | 1.02K |
| Q4 2018 | share | Increase | +0.69% | 20 shares | -61K | $121.91 | 2.91K |
| Q3 2018 | share | 0.00% | 0 shares | 26K | $142.09 | 2.89K | |
| Q2 2018 | share | Increase | +16.73% | 415 shares | 70K | $132.7 | 2.89K |
| Q1 2018 | share | Decrease | -7.22% | -193 shares | -30K | $127.71 | 2.48K |
| Q4 2017 | share | Increase | +3.04% | 79 shares | 31K | $128.62 | 2.67K |
| Q3 2017 | share | Increase | +5.53% | 136 shares | 30K | $120.78 | 2.59K |
| Q2 2017 | share | Increase | +0.37% | 9 shares | 9K | $115.56 | 2.45K |
| Q1 2017 | share | Increase | +34.47% | 628 shares | 87K | $112.13 | 2.45K |
| Q4 2016 | share | Decrease | -4.76% | -91 shares | -3K | $106.11 | 1.82K |
| Q3 2016 | share | Decrease | -4.49% | -90 shares | -2K | $101.8 | 1.91K |
| Q2 2016 | share | Increase | 0.00% | 2.00K shares | 215K | $97.51 | 2.00K |