CALIBER WEALTH MANAGEMENT, LLC – Vanguard Energy Index Fund Transaction History
CALIBER WEALTH MANAGEMENT, LLC portfolio value:
$3.24M
portfolio value
CALIBER 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 | Increase | +1.70% | 534 shares | 120K | $101.58 | 31.95K |
| Q2 2022 | share | Increase | +5.56% | 1.65K shares | -60K | $99.47 | 31.42K |
| Q1 2022 | share | Increase | +24.60% | 5.87K shares | 1.03M | $107.04 | 29.76K |
| Q4 2021 | share | Increase | 0.00% | 23.89K shares | 2.15M | $77.38 | 23.89K |