TOTAL WEALTH PLANNING, LLC – Vanguard Real Estate Index Fund Transaction History
TOTAL WEALTH PLANNING, LLC portfolio value:
$5.46M
portfolio value
TOTAL WEALTH PLANNING, LLC quarter portfolio value change:
-12.01%
quarter
Vanguard Real Estate Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -14.23% | -11.31K shares | -1.77M | $80.17 | 68.18K |
| Q2 2022 | share | Increase | +0.49% | 388 shares | -1.33M | $91.11 | 79.50K |
| Q1 2022 | share | Increase | +145.37% | 46.87K shares | 5.77M | $108.37 | 79.11K |
| Q4 2021 | share | Increase | +2.50% | 786 shares | -400K | $115.69 | 32.24K |
| Q3 2021 | share | Decrease | -4.74% | -1.56K shares | -160K | $101.78 | 31.45K |
| Q2 2021 | share | Decrease | -7.96% | -2.85K shares | 66K | $101.16 | 33.02K |
| Q1 2021 | share | Increase | +4.67% | 1.60K shares | 385K | $90.64 | 35.88K |
| Q4 2020 | share | Increase | +0.53% | 181 shares | 219K | $83.32 | 34.27K |
| Q3 2020 | share | Decrease | -3.92% | -1.39K shares | -95K | $76.25 | 34.09K |
| Q2 2020 | share | Increase | +11.52% | 3.66K shares | 564K | $75.26 | 35.48K |
| Q1 2020 | share | Increase | +1.86% | 582 shares | -676K | $66.29 | 31.82K |
| Q4 2019 | share | Increase | +3.31% | 1.00K shares | 79K | $87.41 | 31.24K |
| Q3 2019 | share | Decrease | -0.43% | -132 shares | 165K | $86.92 | 30.24K |
| Q2 2019 | share | Decrease | -5.80% | -1.87K shares | -147K | $80.82 | 30.37K |
| Q1 2019 | share | Decrease | -7.16% | -2.48K shares | 212K | $79.61 | 32.24K |
| Q4 2018 | share | Increase | 0.00% | 34.73K shares | 2.59M | $67.83 | 34.73K |