CONNECTICUT WEALTH MANAGEMENT, LLC – Vanguard Real Estate Index Fund Transaction History
CONNECTICUT WEALTH MANAGEMENT, LLC portfolio value:
$581,000
portfolio value
CONNECTICUT WEALTH MANAGEMENT, LLC quarter portfolio value change:
-12.01%
quarter
Vanguard Real Estate Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +78.60% | 3.19K shares | 211K | $80.17 | 7.25K |
| Q2 2022 | share | Decrease | -10.93% | -498 shares | -124K | $91.11 | 4.06K |
| Q1 2022 | share | Decrease | -2.17% | -101 shares | -47K | $108.37 | 4.55K |
| Q4 2021 | share | Decrease | -16.70% | -934 shares | -28K | $115.69 | 4.65K |
| Q3 2021 | share | Decrease | -12.40% | -792 shares | -81K | $101.78 | 5.59K |
| Q2 2021 | share | Decrease | -19.05% | -1.50K shares | -75K | $101.16 | 6.38K |
| Q1 2021 | share | Decrease | -21.60% | -2.17K shares | -129K | $90.64 | 7.88K |
| Q4 2020 | share | Decrease | -30.78% | -4.47K shares | -294K | $83.32 | 10.06K |
| Q3 2020 | share | Increase | 0.00% | 14.53K shares | 1.14M | $76.25 | 14.53K |
| Q1 2020 | share | Decrease | -100.00% | -3.74K shares | -347K | $66.29 | 0 |
| Q4 2019 | share | Increase | 0.00% | 3.74K shares | 347K | $87.41 | 3.74K |