CALIBER WEALTH MANAGEMENT, LLC – Vanguard Financials Index Fund Transaction History
CALIBER WEALTH MANAGEMENT, LLC portfolio value:
$2.36M
portfolio value
CALIBER WEALTH MANAGEMENT, LLC quarter portfolio value change:
-3.56%
quarter
Vanguard Financials Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +6.77% | 2.01K shares | 68K | $74.44 | 31.71K |
| Q2 2022 | share | Increase | +11.27% | 3.00K shares | -200K | $77.19 | 29.70K |
| Q1 2022 | share | Increase | +32.53% | 6.55K shares | 469K | $93.39 | 26.69K |
| Q4 2021 | share | Increase | +74.76% | 8.61K shares | 898K | $96.67 | 20.14K |
| Q3 2021 | share | Increase | +3.39% | 378 shares | 117K | $92.65 | 11.52K |
| Q2 2021 | share | Increase | 0.00% | 11.15K shares | 1.00M | $89.93 | 11.15K |