BOGART WEALTH, LLC – Vanguard Financials Index Fund Transaction History
BOGART WEALTH, LLC portfolio value:
$318,000
portfolio value
BOGART WEALTH, LLC 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 | Increase | +2.20% | 92 shares | -5K | $74.44 | 4.27K |
| Q2 2022 | share | Decrease | -2.68% | -115 shares | -78K | $77.19 | 4.18K |
| Q1 2022 | share | 0.00% | 0 shares | -14K | $93.39 | 4.29K | |
| Q4 2021 | share | Increase | +3.79% | 157 shares | 31K | $96.67 | 4.29K |
| Q3 2021 | share | Increase | +21.43% | 731 shares | 75K | $92.65 | 4.14K |
| Q2 2021 | share | Increase | +233.43% | 2.38K shares | 223K | $89.93 | 3.41K |
| Q1 2021 | share | Increase | 0.00% | 1.02K shares | 86K | $83.67 | 1.02K |