TOTAL WEALTH PLANNING, LLC – Vanguard Growth Index Fund Transaction History
TOTAL WEALTH PLANNING, LLC portfolio value:
$30.26M
portfolio value
TOTAL WEALTH PLANNING, LLC quarter portfolio value change:
-4.01%
quarter
Vanguard Growth Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +9.33% | 12.07K shares | 1.42M | $213.95 | 141.47K |
| Q2 2022 | share | Increase | +7.82% | 9.38K shares | -5.67M | $222.89 | 129.40K |
| Q1 2022 | share | Increase | +21.21% | 21.00K shares | 19.02M | $287.6 | 120.01K |
| Q4 2021 | share | Increase | +5.10% | 4.80K shares | -11.84M | $322.48 | 99.01K |
| Q3 2021 | share | Decrease | -0.25% | -237 shares | 249K | $290.17 | 94.20K |
| Q2 2021 | share | Increase | +4.79% | 4.31K shares | 3.92M | $286.51 | 94.44K |
| Q1 2021 | share | Increase | +11.47% | 9.27K shares | 2.68M | $256.43 | 90.12K |
| Q4 2020 | share | Increase | +0.96% | 768 shares | 2.25M | $252.36 | 80.85K |
| Q3 2020 | share | Decrease | -15.73% | -14.94K shares | -977K | $226.32 | 80.08K |
| Q2 2020 | share | Increase | +1.17% | 1.09K shares | 4.48M | $200.57 | 95.03K |
| Q1 2020 | share | Decrease | -1.19% | -1.13K shares | -2.6M | $155.19 | 93.93K |
| Q4 2019 | share | Increase | +0.07% | 67 shares | 1.52M | $179.98 | 95.07K |
| Q3 2019 | share | Increase | +0.33% | 313 shares | 326K | $163.82 | 95.00K |
| Q2 2019 | share | Decrease | -4.37% | -4.32K shares | -17K | $160.6 | 94.69K |
| Q1 2019 | share | Decrease | -0.96% | -962 shares | 2.05M | $153.36 | 99.01K |
| Q4 2018 | share | Increase | 0.00% | 99.97K shares | 13.43M | $131.34 | 99.97K |