LIBERTY WEALTH MANAGEMENT LLC – Vanguard Growth Index Fund Transaction History
LIBERTY WEALTH MANAGEMENT LLC portfolio value:
$1.68M
portfolio value
LIBERTY WEALTH MANAGEMENT LLC quarter portfolio value change:
-4.01%
quarter
Vanguard Growth Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +8.60% | 622 shares | -148K | $213.95 | 7.85K |
| Q2 2022 | share | Decrease | -3.83% | -288 shares | -234K | $222.89 | 7.23K |
| Q1 2022 | share | Decrease | -3.79% | -296 shares | -8.46M | $287.6 | 7.52K |
| Q4 2021 | share | Increase | +0.05% | 4 shares | 8.17M | $322.48 | 7.81K |
| Q3 2021 | share | Increase | +79.37% | 3.45K shares | 1.23M | $290.17 | 7.81K |
| Q2 2021 | share | Increase | +21.87% | 782 shares | 202K | $286.51 | 4.35K |
| Q1 2021 | share | 0.00% | 0 shares | 0 | $256.43 | 3.57K | |
| Q4 2020 | share | Decrease | -0.94% | -34 shares | 97K | $252.36 | 3.57K |
| Q3 2020 | share | Increase | +3.98% | 138 shares | 119K | $226.32 | 3.60K |
| Q2 2020 | share | Decrease | -7.34% | -275 shares | 115K | $200.57 | 3.47K |
| Q1 2020 | share | Decrease | -7.55% | -306 shares | -151K | $155.19 | 3.74K |
| Q4 2019 | share | Decrease | -11.41% | -522 shares | -23K | $179.98 | 4.05K |
| Q3 2019 | share | Increase | +2.53% | 113 shares | 32K | $163.82 | 4.57K |
| Q2 2019 | share | Increase | +0.95% | 42 shares | 38K | $160.6 | 4.46K |
| Q1 2019 | share | Increase | +0.66% | 29 shares | 102K | $153.36 | 4.41K |
| Q4 2018 | share | Increase | 0.00% | 4.39K shares | 589K | $131.34 | 4.39K |