LIBERTY WEALTH MANAGEMENT LLC – Vanguard Total Stock Market Index Fund Transaction History
LIBERTY WEALTH MANAGEMENT LLC portfolio value:
$7.64M
portfolio value
LIBERTY WEALTH MANAGEMENT LLC quarter portfolio value change:
-4.85%
quarter
Vanguard Total Stock Market Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -2.15% | -938 shares | -687K | $179.47 | 42.60K |
| Q2 2022 | share | Increase | +4.45% | 1.85K shares | -1.13M | $188.62 | 43.54K |
| Q1 2022 | share | Increase | +2.92% | 1.18K shares | -298K | $227.67 | 41.68K |
| Q4 2021 | share | Decrease | -0.36% | -148 shares | 664K | $242.21 | 40.50K |
| Q3 2021 | share | Increase | +13.83% | 4.93K shares | 1.23M | $222.06 | 40.65K |
| Q2 2021 | share | Decrease | -0.84% | -304 shares | 766K | $222.12 | 35.71K |
| Q1 2021 | share | 0.00% | 0 shares | 0 | $205.41 | 36.01K | |
| Q4 2020 | share | Increase | +5.19% | 1.77K shares | 1.27M | $192.8 | 36.01K |
| Q3 2020 | share | Increase | +6.70% | 2.14K shares | 808K | $168.02 | 34.24K |
| Q2 2020 | share | Decrease | -11.09% | -4.00K shares | 370K | $153.8 | 32.09K |
| Q1 2020 | share | Increase | +11.89% | 3.83K shares | -625K | $126.1 | 36.09K |
| Q4 2019 | share | Increase | +9.45% | 2.78K shares | 828K | $159.31 | 32.25K |
| Q3 2019 | share | Increase | +11.75% | 3.09K shares | 492K | $146.23 | 29.47K |
| Q2 2019 | share | Increase | +26.22% | 5.47K shares | 935K | $144.68 | 26.37K |
| Q1 2019 | share | Increase | +3.29% | 666 shares | 442K | $138.98 | 20.89K |
| Q4 2018 | share | Increase | 0.00% | 20.22K shares | 2.58M | $121.91 | 20.22K |