DOYLE WEALTH MANAGEMENT – Vanguard Financials Index Fund Transaction History
DOYLE WEALTH MANAGEMENT portfolio value:
$720,000
portfolio value
DOYLE WEALTH MANAGEMENT quarter portfolio value change:
-3.56%
quarter
Vanguard Financials Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -27K | $74.44 | 9.67K | |
| Q2 2022 | share | Increase | +0.37% | 36 shares | -153K | $77.19 | 9.67K |
| Q1 2022 | share | Increase | +0.07% | 7 shares | -30K | $93.39 | 9.64K |
| Q4 2021 | share | Increase | +4.24% | 392 shares | 74K | $96.67 | 9.63K |
| Q3 2021 | share | Decrease | -9.53% | -973 shares | -68K | $92.65 | 9.24K |
| Q2 2021 | share | Decrease | -0.19% | -19 shares | 59K | $89.93 | 10.21K |
| Q1 2021 | share | Increase | +0.20% | 20 shares | 121K | $83.67 | 10.23K |
| Q4 2020 | share | Decrease | -3.38% | -357 shares | 126K | $71.81 | 10.21K |
| Q3 2020 | share | Increase | +23.26% | 1.99K shares | 127K | $57.28 | 10.57K |
| Q2 2020 | share | Decrease | -12.33% | -1.20K shares | -5K | $55.68 | 8.57K |
| Q1 2020 | share | Increase | +0.94% | 91 shares | -243K | $49.02 | 9.78K |
| Q4 2019 | share | Increase | +0.35% | 34 shares | 63K | $73.27 | 9.69K |
| Q3 2019 | share | Decrease | -6.34% | -654 shares | -36K | $66.83 | 9.65K |
| Q2 2019 | share | Increase | +0.18% | 19 shares | 3K | $65.46 | 10.31K |
| Q1 2019 | share | Increase | +14.58% | 1.31K shares | 176K | $60.88 | 10.29K |
| Q4 2018 | share | Increase | +21.82% | 1.60K shares | 22K | $55.69 | 8.98K |
| Q3 2018 | share | Increase | +0.74% | 54 shares | 17K | $64.66 | 7.37K |
| Q2 2018 | share | 0.00% | 0 shares | -14K | $62.56 | 7.31K | |
| Q1 2018 | share | Increase | +3.03% | 215 shares | 10K | $64.09 | 7.31K |
| Q4 2017 | share | Increase | +2.00% | 139 shares | 43K | $64.39 | 7.10K |
| Q3 2017 | share | Increase | +0.66% | 46 shares | 22K | $59.79 | 6.96K |
| Q2 2017 | share | Decrease | -0.26% | -18 shares | 14K | $56.95 | 6.91K |
| Q1 2017 | share | Increase | 0.00% | 6.93K shares | 419K | $54.82 | 6.93K |