LIBERTY WEALTH MANAGEMENT LLC – Vanguard Small Cap Index Fund Transaction History
LIBERTY WEALTH MANAGEMENT LLC portfolio value:
$1.73M
portfolio value
LIBERTY WEALTH MANAGEMENT LLC quarter portfolio value change:
-2.95%
quarter
Vanguard Small Cap Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -1.16% | -119 shares | -148K | $170.91 | 10.13K |
| Q2 2022 | share | Increase | +0.87% | 88 shares | -264K | $176.11 | 10.25K |
| Q1 2022 | share | Increase | +0.87% | 88 shares | -132K | $212.52 | 10.16K |
| Q4 2021 | share | Decrease | -1.19% | -121 shares | 16K | $226.36 | 10.07K |
| Q3 2021 | share | Increase | +24.11% | 1.98K shares | 441K | $218.67 | 10.19K |
| Q2 2021 | share | Decrease | -18.25% | -1.83K shares | -219K | $224.69 | 8.21K |
| Q1 2021 | share | 0.00% | 0 shares | 0 | $213 | 10.05K | |
| Q4 2020 | share | Increase | +5.16% | 493 shares | 568K | $193.18 | 10.05K |
| Q3 2020 | share | Increase | +0.89% | 84 shares | 92K | $151.92 | 9.55K |
| Q2 2020 | share | Increase | +26.57% | 1.98K shares | 514K | $143.42 | 9.47K |
| Q1 2020 | share | Increase | +7.36% | 513 shares | -291K | $113.37 | 7.48K |
| Q4 2019 | share | Increase | +8.03% | 518 shares | 162K | $162.11 | 6.97K |
| Q3 2019 | share | Increase | +9.80% | 576 shares | 72K | $149.81 | 6.45K |
| Q2 2019 | share | Increase | +0.75% | 44 shares | 30K | $152.07 | 5.87K |
| Q1 2019 | share | Decrease | -0.97% | -57 shares | 114K | $147.86 | 5.83K |
| Q4 2018 | share | Increase | 0.00% | 5.89K shares | 777K | $127.32 | 5.89K |