LIBERTY WEALTH MANAGEMENT LLC – Vanguard Large Cap Index Fund Transaction History
LIBERTY WEALTH MANAGEMENT LLC portfolio value:
$600,000
portfolio value
LIBERTY WEALTH MANAGEMENT LLC quarter portfolio value change:
-5.10%
quarter
Vanguard Large Cap Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.25% | 9 shares | -31K | $163.56 | 3.67K |
| Q2 2022 | share | Increase | +0.22% | 8 shares | -130K | $172.35 | 3.66K |
| Q1 2022 | share | Decrease | -0.81% | -30 shares | -53K | $208.49 | 3.65K |
| Q4 2021 | share | Increase | +0.19% | 7 shares | 75K | $220.97 | 3.68K |
| Q3 2021 | share | Increase | +0.16% | 6 shares | 2K | $200.92 | 3.67K |
| Q2 2021 | share | Increase | +1.35% | 49 shares | 97K | $200.14 | 3.67K |
| Q1 2021 | share | 0.00% | 0 shares | 0 | $184.16 | 3.62K | |
| Q4 2020 | share | Decrease | -3.52% | -132 shares | 53K | $174.08 | 3.62K |
| Q3 2020 | share | Increase | +0.29% | 11 shares | 52K | $154.35 | 3.75K |
| Q2 2020 | share | Decrease | -45.75% | -3.15K shares | -282K | $140.53 | 3.74K |
| Q1 2020 | share | Decrease | -3.43% | -245 shares | -239K | $115.87 | 6.89K |
| Q4 2019 | share | Increase | +0.21% | 15 shares | 84K | $143.88 | 7.14K |
| Q3 2019 | share | Increase | +0.32% | 23 shares | 94K | $132 | 7.12K |
| Q2 2019 | share | Increase | +74.06% | 3.02K shares | 349K | $129.91 | 7.10K |
| Q1 2019 | share | 0.00% | 0 shares | 61K | $124.61 | 4.08K | |
| Q4 2018 | share | Increase | 0.00% | 4.08K shares | 468K | $109.63 | 4.08K |