LIBERTY WEALTH MANAGEMENT LLC – Vanguard Real Estate Index Fund Transaction History
LIBERTY WEALTH MANAGEMENT LLC portfolio value:
$903,000
portfolio value
LIBERTY 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 | +2.96% | 324 shares | -94K | $80.17 | 11.27K |
| Q2 2022 | share | Increase | +5.72% | 592 shares | -125K | $91.11 | 10.94K |
| Q1 2022 | share | Increase | +9.46% | 895 shares | 26K | $108.37 | 10.35K |
| Q4 2021 | share | Increase | +18.11% | 1.45K shares | 278K | $115.69 | 9.46K |
| Q3 2021 | share | Increase | +14.53% | 1.01K shares | 109K | $101.78 | 8.01K |
| Q2 2021 | share | Increase | +393.93% | 5.57K shares | 586K | $101.16 | 6.99K |
| Q1 2021 | share | 0.00% | 0 shares | 0 | $90.64 | 1.41K | |
| Q4 2020 | share | Decrease | -5.47% | -82 shares | 5K | $83.32 | 1.41K |
| Q3 2020 | share | Increase | +34.59% | 385 shares | 31K | $76.25 | 1.49K |
| Q2 2020 | share | Decrease | -11.24% | -141 shares | -1K | $75.26 | 1.11K |
| Q1 2020 | share | Decrease | -19.56% | -305 shares | -57K | $66.29 | 1.25K |
| Q4 2019 | share | Increase | +24.22% | 304 shares | 28K | $87.41 | 1.55K |
| Q3 2019 | share | Decrease | -34.36% | -657 shares | -50K | $86.92 | 1.25K |
| Q2 2019 | share | Increase | +54.19% | 672 shares | 60K | $80.82 | 1.91K |
| Q1 2019 | share | Decrease | -99.09% | -134.64K shares | -10.02M | $79.61 | 1.24K |
| Q4 2018 | share | Increase | 0.00% | 135.88K shares | 10.13M | $67.83 | 135.88K |