LIBERTY WEALTH MANAGEMENT LLC – Vanguard Mega Cap Growth Index Fund Transaction History
LIBERTY WEALTH MANAGEMENT LLC portfolio value:
$462,000
portfolio value
LIBERTY WEALTH MANAGEMENT LLC quarter portfolio value change:
-4.07%
quarter
Vanguard Mega Cap Growth Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +24.00% | 514 shares | 180K | $174.29 | 2.65K |
| Q2 2022 | share | Increase | +145.36% | 1.26K shares | 77K | $181.69 | 2.14K |
| Q1 2022 | share | Decrease | -31.85% | -408 shares | -129K | $235.4 | 873 |
| Q4 2021 | share | Decrease | -17.78% | -277 shares | -31K | $262.31 | 1.28K |
| Q3 2021 | share | Increase | +42.15% | 462 shares | 212K | $234.8 | 1.55K |
| Q2 2021 | share | Increase | +68.36% | 445 shares | 19K | $231.11 | 1.09K |
| Q1 2021 | share | 0.00% | 0 shares | 0 | $206.6 | 651 | |
| Q4 2020 | share | Decrease | -21.38% | -177 shares | -19K | $203.02 | 651 |
| Q3 2020 | share | Increase | +0.24% | 2 shares | 18K | $184.32 | 828 |
| Q2 2020 | share | Increase | +0.12% | 1 shares | 30K | $162.32 | 826 |
| Q1 2020 | share | Increase | +0.24% | 2 shares | -15K | $125.92 | 825 |
| Q4 2019 | share | Increase | +0.61% | 5 shares | 11K | $144 | 823 |
| Q3 2019 | share | Increase | +0.37% | 3 shares | 3K | $130.45 | 818 |
| Q2 2019 | share | 0.00% | 0 shares | 5K | $127.32 | 815 | |
| Q1 2019 | share | 0.00% | 0 shares | 14K | $121.88 | 815 | |
| Q4 2018 | share | Increase | 0.00% | 815 shares | 87K | $104.81 | 815 |