TOTAL WEALTH PLANNING, LLC – Vanguard Total World Stock Index Fund Transaction History
TOTAL WEALTH PLANNING, LLC portfolio value:
$1.87M
portfolio value
TOTAL WEALTH PLANNING, LLC quarter portfolio value change:
-7.57%
quarter
Vanguard Total World Stock Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +5.36% | 1.20K shares | -50K | $78.88 | 23.75K |
| Q2 2022 | share | Decrease | -8.58% | -2.11K shares | -574K | $85.34 | 22.54K |
| Q1 2022 | share | Increase | 0.00% | 24.66K shares | 2.49M | $101.29 | 24.66K |
| Q4 2021 | share | Decrease | -100.00% | -23.98K shares | -2.44M | $107.72 | 0 |
| Q3 2021 | share | Increase | +0.20% | 47 shares | -38K | $101.83 | 23.98K |
| Q2 2021 | share | Increase | +1.35% | 319 shares | 182K | $103.2 | 23.93K |
| Q1 2021 | share | Decrease | -2.69% | -654 shares | 51K | $96.43 | 23.61K |
| Q4 2020 | share | Increase | +4.55% | 1.05K shares | 375K | $91.52 | 24.27K |
| Q3 2020 | share | Increase | 0.00% | 23.21K shares | 1.87M | $79.24 | 23.21K |