ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC – Vanguard Real Estate Index Fund Transaction History
ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC portfolio value:
$1.61M
portfolio value
ROBERTSON STEPHENS WEALTH MANAGEMENT, 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 | Increase | +20.10% | 3.37K shares | 86K | $80.17 | 20.16K |
| Q2 2022 | share | Increase | +12.94% | 1.92K shares | -81K | $91.11 | 16.79K |
| Q1 2022 | share | Decrease | -2.36% | -359 shares | -155K | $108.37 | 14.86K |
| Q4 2021 | share | Increase | +58.71% | 5.63K shares | 790K | $115.69 | 15.22K |
| Q3 2021 | share | Decrease | -0.77% | -74 shares | -8K | $101.78 | 9.59K |
| Q2 2021 | share | Increase | +51.60% | 3.29K shares | 399K | $101.16 | 9.66K |
| Q1 2021 | share | Increase | 0.00% | 6.37K shares | 585K | $90.64 | 6.37K |