PRINCIPLE WEALTH PARTNERS LLC – Vanguard Financials Index Fund Transaction History
PRINCIPLE WEALTH PARTNERS LLC portfolio value:
$2.12M
portfolio value
PRINCIPLE WEALTH PARTNERS 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 | 0.00% | 0 shares | -78K | $74.44 | 28.55K | |
| Q2 2022 | share | Decrease | -2.20% | -643 shares | -523K | $77.19 | 28.55K |
| Q1 2022 | share | Decrease | -1.17% | -345 shares | -126K | $93.39 | 29.20K |
| Q4 2021 | share | Increase | +0.42% | 124 shares | 127K | $96.67 | 29.54K |
| Q3 2021 | share | 0.00% | 0 shares | 65K | $92.65 | 29.42K | |
| Q2 2021 | share | Decrease | -0.98% | -290 shares | 150K | $89.93 | 29.42K |
| Q1 2021 | share | Increase | +0.49% | 146 shares | 357K | $83.67 | 29.71K |
| Q4 2020 | share | Decrease | -5.35% | -1.67K shares | 327K | $71.81 | 29.56K |
| Q3 2020 | share | Decrease | -6.40% | -2.13K shares | -82K | $57.28 | 31.23K |
| Q2 2020 | share | Decrease | -1.76% | -597 shares | 186K | $55.68 | 33.37K |
| Q1 2020 | share | Decrease | -13.66% | -5.37K shares | -1.27M | $49.02 | 33.96K |
| Q4 2019 | share | Decrease | -11.63% | -5.17K shares | -116K | $73.27 | 39.34K |
| Q3 2019 | share | Decrease | -20.87% | -11.74K shares | -766K | $66.83 | 44.52K |
| Q2 2019 | share | Decrease | -33.23% | -28.00K shares | -1.55M | $65.46 | 56.26K |
| Q1 2019 | share | Decrease | -12.59% | -12.13K shares | -284K | $60.88 | 84.27K |
| Q4 2018 | share | Increase | 0.00% | 96.40K shares | 5.72M | $55.69 | 96.40K |