LIBERTY WEALTH MANAGEMENT LLC – Vanguard Information Technology Index Fund Transaction History
LIBERTY WEALTH MANAGEMENT LLC portfolio value:
$1.22M
portfolio value
LIBERTY WEALTH MANAGEMENT LLC quarter portfolio value change:
-5.87%
quarter
Vanguard Information Technology Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -3.58% | -148 shares | -125K | $307.37 | 3.98K |
| Q2 2022 | share | Decrease | -1.24% | -52 shares | -393K | $326.55 | 4.13K |
| Q1 2022 | share | Decrease | -6.16% | -275 shares | -300K | $416.48 | 4.18K |
| Q4 2021 | share | Decrease | -8.12% | -394 shares | 61K | $460.46 | 4.46K |
| Q3 2021 | share | Increase | +19.26% | 784 shares | 358K | $401.29 | 4.85K |
| Q2 2021 | share | Decrease | -16.63% | -812 shares | -134K | $397.9 | 4.07K |
| Q1 2021 | share | 0.00% | 0 shares | 0 | $357.17 | 4.88K | |
| Q4 2020 | share | Decrease | -0.04% | -2 shares | 236K | $351.87 | 4.88K |
| Q3 2020 | share | Increase | +10.42% | 461 shares | 289K | $309.15 | 4.88K |
| Q2 2020 | share | Decrease | -15.28% | -798 shares | 126K | $276 | 4.42K |
| Q1 2020 | share | Decrease | -0.99% | -52 shares | -184K | $209.33 | 5.22K |
| Q4 2019 | share | Decrease | -5.64% | -315 shares | 86K | $241 | 5.27K |
| Q3 2019 | share | Decrease | -1.58% | -90 shares | 7K | $211.59 | 5.58K |
| Q2 2019 | share | Decrease | -0.54% | -31 shares | 53K | $206.22 | 5.67K |
| Q1 2019 | share | Increase | +0.04% | 2 shares | 193K | $195.6 | 5.71K |
| Q4 2018 | share | Increase | 0.00% | 5.70K shares | 952K | $162.17 | 5.70K |