OPES WEALTH MANAGEMENT LLC – Vanguard Tax-Exempt Bond Index Fund Transaction History
OPES WEALTH MANAGEMENT LLC portfolio value:
$398,000
portfolio value
OPES WEALTH MANAGEMENT LLC quarter portfolio value change:
-3.57%
quarter
Vanguard Tax-Exempt Bond Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +93.45% | 3.99K shares | 185K | $48.14 | 8.27K |
| Q2 2022 | share | Decrease | -10.75% | -515 shares | -34K | $49.92 | 4.27K |
| Q1 2022 | share | Decrease | -16.62% | -955 shares | -68K | $51.55 | 4.79K |
| Q4 2021 | share | Increase | +27.95% | 1.25K shares | 69K | $54.93 | 5.74K |
| Q3 2021 | share | Increase | +14.54% | 570 shares | 29K | $54.55 | 4.49K |
| Q2 2021 | share | Increase | 0.00% | 3.92K shares | 217K | $54.86 | 3.92K |