ONE CHARLES PRIVATE WEALTH SERVICES, LLC – Vanguard Total Stock Market Index Fund Transaction History
ONE CHARLES PRIVATE WEALTH SERVICES, LLC portfolio value:
$1.58M
portfolio value
ONE CHARLES PRIVATE WEALTH SERVICES, 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 | Increase | +0.19% | 17 shares | -87K | $179.47 | 8.80K |
| Q2 2022 | share | Decrease | -6.19% | -580 shares | -466K | $188.62 | 8.78K |
| Q1 2022 | share | Increase | +70.12% | 3.86K shares | 804K | $227.67 | 9.36K |
| Q4 2021 | share | Decrease | -3.11% | -177 shares | 67K | $242.21 | 5.50K |
| Q3 2021 | share | 0.00% | 0 shares | -4K | $222.06 | 5.68K | |
| Q2 2021 | share | Increase | 0.00% | 5.68K shares | 1.26M | $222.12 | 5.68K |
| Q3 2020 | share | Decrease | -100.00% | -6.44K shares | -1.09M | $168.02 | 0 |
| Q2 2020 | share | Increase | 0.00% | 6.44K shares | 1.09M | $153.8 | 6.44K |