LIBERTY WEALTH MANAGEMENT LLC – Vanguard Health Care Index Fund Transaction History
LIBERTY WEALTH MANAGEMENT LLC portfolio value:
$911,000
portfolio value
LIBERTY WEALTH MANAGEMENT LLC quarter portfolio value change:
-5.01%
quarter
Vanguard Health Care Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +6.45% | 247 shares | 10K | $223.7 | 4.07K |
| Q2 2022 | share | Increase | +1.81% | 68 shares | -55K | $235.5 | 3.82K |
| Q1 2022 | share | Increase | +3.84% | 139 shares | -7K | $254.38 | 3.75K |
| Q4 2021 | share | Decrease | -10.17% | -410 shares | -38K | $267.51 | 3.62K |
| Q3 2021 | share | Increase | +11.67% | 421 shares | 145K | $247.16 | 4.03K |
| Q2 2021 | share | Increase | +11.08% | 360 shares | 108K | $246.25 | 3.60K |
| Q1 2021 | share | 0.00% | 0 shares | 0 | $227.29 | 3.24K | |
| Q4 2020 | share | Increase | +4.71% | 146 shares | 115K | $221.68 | 3.24K |
| Q3 2020 | share | Increase | +6.60% | 192 shares | 72K | $201.34 | 3.10K |
| Q2 2020 | share | Increase | +27.01% | 619 shares | 180K | $189.54 | 2.91K |
| Q1 2020 | share | Decrease | -17.64% | -491 shares | -153K | $162.77 | 2.29K |
| Q4 2019 | share | Decrease | -4.98% | -146 shares | 43K | $187.44 | 2.78K |
| Q3 2019 | share | 0.00% | 0 shares | -19K | $163.3 | 2.92K | |
| Q2 2019 | share | Decrease | -1.31% | -39 shares | -1K | $168.76 | 2.92K |
| Q1 2019 | share | Increase | +0.17% | 5 shares | 36K | $166.24 | 2.96K |
| Q4 2018 | share | Increase | 0.00% | 2.96K shares | 475K | $153.81 | 2.96K |