TRANSFORM WEALTH, LLC – Vanguard Total Stock Market Index Fund Transaction History
TRANSFORM WEALTH, LLC portfolio value:
$764,000
portfolio value
TRANSFORM WEALTH, 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 | +0.09% | 4 shares | -38K | $179.47 | 4.25K |
| Q2 2022 | share | Increase | +16.68% | 608 shares | -28K | $188.62 | 4.25K |
| Q1 2022 | share | Decrease | -4.51% | -172 shares | -92K | $227.67 | 3.64K |
| Q4 2021 | share | Decrease | -1.80% | -70 shares | 59K | $242.21 | 3.81K |
| Q3 2021 | share | Decrease | -1.45% | -57 shares | -16K | $222.06 | 3.88K |
| Q2 2021 | share | Increase | +9.16% | 331 shares | 132K | $222.12 | 3.94K |
| Q1 2021 | share | Decrease | -12.83% | -532 shares | -60K | $205.41 | 3.61K |
| Q4 2020 | share | Decrease | -16.28% | -806 shares | -36K | $192.8 | 4.14K |
| Q3 2020 | share | 0.00% | 0 shares | 68K | $168.02 | 4.95K | |
| Q2 2020 | share | Increase | +1.60% | 78 shares | 147K | $153.8 | 4.95K |
| Q1 2020 | share | Increase | +126.86% | 2.72K shares | 277K | $126.1 | 4.87K |
| Q4 2019 | share | Increase | 0.00% | 2.14K shares | 351K | $159.31 | 2.14K |
| Q3 2019 | share | Decrease | -16.73% | -492 shares | -71K | $146.23 | 2.44K |
| Q2 2019 | share | Increase | +50.31% | 984 shares | 158K | $144.68 | 2.94K |
| Q1 2019 | share | Decrease | -38.02% | -1.2K shares | -120K | $138.98 | 1.95K |
| Q4 2018 | share | 0.00% | 0 shares | -69K | $121.91 | 3.15K | |
| Q3 2018 | share | 0.00% | 0 shares | 29K | $142.09 | 3.15K | |
| Q2 2018 | share | Decrease | -8.15% | -280 shares | -23K | $132.7 | 3.15K |
| Q1 2018 | share | Decrease | -10.98% | -424 shares | -64K | $127.71 | 3.43K |
| Q4 2017 | share | 0.00% | 0 shares | 30K | $128.62 | 3.86K | |
| Q3 2017 | share | Increase | 0.00% | 3.86K shares | 500K | $120.78 | 3.86K |
| Q2 2017 | share | Decrease | -100.00% | -3.86K shares | -468K | $115.56 | 0 |
| Q1 2017 | share | 0.00% | 0 shares | 23K | $112.13 | 3.86K | |
| Q4 2016 | share | Decrease | -4.22% | -170 shares | -4K | $106.11 | 3.86K |
| Q3 2016 | share | 0.00% | 0 shares | 17K | $101.8 | 4.03K | |
| Q2 2016 | share | Increase | 0.00% | 4.03K shares | 432K | $97.51 | 4.03K |