LIBERTY WEALTH MANAGEMENT LLC – Vanguard Small Cap Value Index Fund Transaction History
LIBERTY WEALTH MANAGEMENT LLC portfolio value:
$662,000
portfolio value
LIBERTY WEALTH MANAGEMENT LLC quarter portfolio value change:
-4.29%
quarter
Vanguard Small Cap Value Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +3.31% | 148 shares | -7K | $143.4 | 4.61K |
| Q2 2022 | share | Increase | +3.93% | 169 shares | -87K | $149.82 | 4.47K |
| Q1 2022 | share | Increase | +9.27% | 365 shares | -839K | $175.94 | 4.30K |
| Q4 2021 | share | Increase | +8.13% | 296 shares | 976K | $178.69 | 3.93K |
| Q3 2021 | share | Increase | +13.15% | 423 shares | 63K | $169.26 | 3.64K |
| Q2 2021 | share | Increase | +6334.00% | 3.16K shares | 549K | $172.99 | 3.21K |
| Q1 2021 | share | 0.00% | 0 shares | 0 | $164.36 | 50 | |
| Q4 2020 | share | 0.00% | 0 shares | 1K | $140.59 | 50 | |
| Q3 2020 | share | 0.00% | 0 shares | 1K | $108.7 | 50 | |
| Q2 2020 | share | 0.00% | 0 shares | 1K | $104.46 | 50 | |
| Q1 2020 | share | Decrease | -62.41% | -83 shares | -14K | $86.35 | 50 |
| Q4 2019 | share | Increase | +44.57% | 41 shares | 6K | $132.8 | 133 |
| Q3 2019 | share | 0.00% | 0 shares | 0 | $123.92 | 92 | |
| Q2 2019 | share | Increase | +84.00% | 42 shares | 6K | $125.09 | 92 |
| Q1 2019 | share | 0.00% | 0 shares | 1K | $122.65 | 50 | |
| Q4 2018 | share | Increase | 0.00% | 50 shares | 5K | $108.17 | 50 |