YORKBRIDGE WEALTH PARTNERS, LLC – Vanguard Real Estate Index Fund Transaction History
YORKBRIDGE WEALTH PARTNERS, LLC portfolio value:
$2.23M
portfolio value
YORKBRIDGE WEALTH PARTNERS, 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 | +11.74% | 2.92K shares | -38K | $80.17 | 27.87K |
| Q2 2022 | share | Increase | +119.54% | 13.58K shares | 1.04M | $91.11 | 24.94K |
| Q1 2022 | share | Increase | +6.30% | 673 shares | -9K | $108.37 | 11.36K |
| Q4 2021 | share | Increase | +1.63% | 171 shares | 170K | $115.69 | 10.68K |
| Q3 2021 | share | Increase | +4.53% | 456 shares | 46K | $101.78 | 10.51K |
| Q2 2021 | share | Increase | +0.75% | 75 shares | 107K | $101.16 | 10.06K |
| Q1 2021 | share | Increase | +8.84% | 811 shares | 138K | $90.64 | 9.98K |
| Q4 2020 | share | Increase | +1.56% | 141 shares | 66K | $83.32 | 9.17K |
| Q3 2020 | share | Increase | +3.72% | 324 shares | 29K | $76.25 | 9.03K |
| Q2 2020 | share | Increase | +11.30% | 884 shares | 137K | $75.26 | 8.71K |
| Q1 2020 | share | Increase | +4.24% | 318 shares | -150K | $66.29 | 7.82K |
| Q4 2019 | share | Increase | +0.55% | 41 shares | 1K | $87.41 | 7.50K |
| Q3 2019 | share | Decrease | -0.17% | -13 shares | 42K | $86.92 | 7.46K |
| Q2 2019 | share | Increase | +6.43% | 452 shares | 43K | $80.82 | 7.48K |
| Q1 2019 | share | Increase | +1.81% | 125 shares | 96K | $79.61 | 7.02K |
| Q4 2018 | share | Increase | +5.12% | 336 shares | -10K | $67.83 | 6.90K |
| Q3 2018 | share | Decrease | -1.97% | -132 shares | -21K | $72.52 | 6.56K |
| Q2 2018 | share | Decrease | -0.12% | -8 shares | 48K | $72.19 | 6.69K |
| Q1 2018 | share | Increase | +3.07% | 200 shares | 11K | $66.27 | 6.70K |
| Q4 2017 | share | Increase | +20.43% | 1.10K shares | 38K | $72.17 | 6.50K |
| Q3 2017 | share | Increase | +12.17% | 586 shares | 43K | $71.16 | 5.40K |
| Q2 2017 | share | Increase | +6.08% | 276 shares | 28K | $70.55 | 4.81K |
| Q1 2017 | share | Decrease | -13.59% | -714 shares | -43K | $69.35 | 4.54K |
| Q4 2016 | share | Increase | 0.00% | 5.25K shares | 421K | $68.8 | 5.25K |