SELECTIVE WEALTH MANAGEMENT, INC. – Vanguard Utilities Index Fund Transaction History
SELECTIVE WEALTH MANAGEMENT, INC. portfolio value:
$116,000
portfolio value
SELECTIVE WEALTH MANAGEMENT, INC. quarter portfolio value change:
-6.62%
quarter
Vanguard Utilities Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -9K | $142.26 | 818 | |
| Q2 2022 | share | Increase | +0.74% | 6 shares | -6K | $152.35 | 818 |
| Q1 2022 | share | Increase | +0.62% | 5 shares | 5K | $161.81 | 812 |
| Q4 2021 | share | Increase | +1.51% | 12 shares | 15K | $155.79 | 807 |
| Q3 2021 | share | 0.00% | 0 shares | 1K | $139.14 | 795 | |
| Q2 2021 | share | Decrease | -32.11% | -376 shares | -55K | $137.6 | 795 |
| Q1 2021 | share | Decrease | -42.57% | -868 shares | -115K | $138.34 | 1.17K |
| Q4 2020 | share | Increase | +0.69% | 14 shares | 19K | $134.18 | 2.03K |
| Q3 2020 | share | Increase | +0.50% | 10 shares | 12K | $125.02 | 2.02K |
| Q2 2020 | share | Increase | +43.93% | 615 shares | 78K | $118.93 | 2.01K |
| Q1 2020 | share | Increase | +0.72% | 10 shares | -28K | $116.1 | 1.4K |
| Q4 2019 | share | Decrease | -29.26% | -575 shares | -83K | $135.2 | 1.39K |
| Q3 2019 | share | Decrease | -8.05% | -172 shares | -2K | $134.95 | 1.96K |
| Q2 2019 | share | Increase | 0.00% | 2.13K shares | 284K | $123.94 | 2.13K |