PRW WEALTH MANAGEMENT LLC – Vanguard Financials Index Fund Transaction History
PRW WEALTH MANAGEMENT LLC portfolio value:
$215,000
portfolio value
PRW WEALTH MANAGEMENT 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 | Decrease | -18.19% | -641 shares | -57K | $74.44 | 2.88K |
| Q2 2022 | share | Increase | +4.17% | 141 shares | -44K | $77.19 | 3.52K |
| Q1 2022 | share | Increase | +33.20% | 843 shares | 71K | $93.39 | 3.38K |
| Q4 2021 | share | Decrease | -71.24% | -6.28K shares | -573K | $96.67 | 2.53K |
| Q3 2021 | share | Increase | 0.00% | 8.82K shares | 818K | $92.65 | 8.82K |