ATTICUS WEALTH MANAGEMENT, LLC – Vanguard Energy Index Fund Transaction History
ATTICUS WEALTH MANAGEMENT, LLC portfolio value:
$610,000
portfolio value
ATTICUS WEALTH MANAGEMENT, LLC quarter portfolio value change:
+2.12%
quarter
Vanguard Energy Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | 0 | $101.58 | 6.12K | |
| Q2 2022 | share | Increase | +17.23% | 901 shares | 50K | $99.47 | 6.12K |
| Q1 2022 | share | Increase | +117.47% | 2.82K shares | 373K | $107.04 | 5.22K |
| Q4 2021 | share | Increase | 0.00% | 2.40K shares | 187K | $77.38 | 2.40K |
| Q3 2021 | share | Decrease | -100.00% | -454 shares | -34K | $73.9 | 0 |
| Q2 2021 | share | Increase | 0.00% | 454 shares | 34K | $74.97 | 454 |
| Q2 2020 | share | Decrease | -100.00% | -765 shares | -29K | $47.63 | 0 |
| Q1 2020 | share | Increase | +1.73% | 13 shares | -32K | $35.75 | 765 |
| Q4 2019 | share | Increase | 0.00% | 752 shares | 61K | $75.14 | 752 |