JOSEPH P. LUCIA & ASSOCIATES, LLC – Vanguard Intermediate-Term Bond Index Fund Transaction History
JOSEPH P. LUCIA & ASSOCIATES, LLC portfolio value:
$411,000
portfolio value
JOSEPH P. LUCIA & ASSOCIATES, LLC quarter portfolio value change:
-5.37%
quarter
Vanguard Intermediate-Term Bond Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +81.56% | 2.51K shares | 172K | $73.48 | 5.59K |
| Q2 2022 | share | Decrease | -18.09% | -680 shares | -69K | $77.65 | 3.08K |
| Q1 2022 | share | Decrease | -36.81% | -2.19K shares | -213K | $81.9 | 3.76K |
| Q4 2021 | share | Decrease | -21.35% | -1.61K shares | -156K | $87.71 | 5.95K |
| Q3 2021 | share | Decrease | -8.64% | -715 shares | -68K | $89.02 | 7.56K |
| Q2 2021 | share | Decrease | -5.88% | -517 shares | -36K | $89.12 | 8.28K |
| Q1 2021 | share | Increase | +59.89% | 3.29K shares | 270K | $87.16 | 8.79K |
| Q4 2020 | share | Increase | +64.48% | 2.15K shares | 198K | $90.92 | 5.50K |
| Q3 2020 | share | Increase | +2.45% | 80 shares | 9K | $90.28 | 3.34K |
| Q2 2020 | share | Increase | +200.92% | 2.18K shares | 207K | $89.51 | 3.26K |
| Q1 2020 | share | 0.00% | 0 shares | 2K | $85.27 | 1.08K | |
| Q4 2019 | share | Decrease | -35.61% | -600 shares | -53K | $82.9 | 1.08K |
| Q3 2019 | share | 0.00% | 0 shares | 2K | $82.9 | 1.68K | |
| Q2 2019 | share | Decrease | -97.91% | -78.78K shares | -819K | $80.93 | 1.68K |
| Q1 2019 | share | Increase | 0.00% | 80.46K shares | 965K | $77.96 | 80.46K |