PRINCIPLE WEALTH PARTNERS LLC – Vanguard Energy Index Fund Transaction History
PRINCIPLE WEALTH PARTNERS LLC portfolio value:
$7.57M
portfolio value
PRINCIPLE WEALTH PARTNERS LLC quarter portfolio value change:
+2.12%
quarter
Vanguard Energy Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +26.83% | 15.77K shares | 1.72M | $101.58 | 74.56K |
| Q2 2022 | share | Increase | +31.47% | 14.07K shares | 1.06M | $99.47 | 58.79K |
| Q1 2022 | share | Increase | 0.00% | 44.71K shares | 4.78M | $107.04 | 44.71K |
| Q3 2020 | share | Decrease | -100.00% | -600 shares | -30K | $38.66 | 0 |
| Q2 2020 | share | Increase | 0.00% | 600 shares | 30K | $47.63 | 600 |
| Q3 2019 | share | Decrease | -100.00% | -3.05K shares | -260K | $71.26 | 0 |
| Q2 2019 | share | Decrease | -17.76% | -660 shares | -72K | $76.99 | 3.05K |
| Q1 2019 | share | Increase | +12.74% | 420 shares | 78K | $80.29 | 3.71K |
| Q4 2018 | share | Increase | 0.00% | 3.29K shares | 254K | $68.76 | 3.29K |