PBMARES WEALTH MANAGEMENT LLC – Vanguard Real Estate Index Fund Transaction History
PBMARES WEALTH MANAGEMENT LLC portfolio value:
$733,000
portfolio value
PBMARES WEALTH MANAGEMENT LLC quarter portfolio value change:
-12.01%
quarter
Vanguard Real Estate Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +6.77% | 580 shares | -47K | $80.17 | 9.14K |
| Q2 2022 | share | Increase | +31.89% | 2.07K shares | 76K | $91.11 | 8.56K |
| Q1 2022 | share | Increase | +0.29% | 19 shares | -47K | $108.37 | 6.49K |
| Q4 2021 | share | Increase | +3.22% | 202 shares | 113K | $115.69 | 6.47K |
| Q3 2021 | share | Increase | +3.98% | 240 shares | 24K | $101.78 | 6.27K |
| Q2 2021 | share | Increase | +24.39% | 1.18K shares | 168K | $101.16 | 6.03K |
| Q1 2021 | share | Increase | +62.86% | 1.87K shares | 193K | $90.64 | 4.85K |
| Q4 2020 | share | Increase | +11.41% | 305 shares | 42K | $83.32 | 2.97K |
| Q3 2020 | share | 0.00% | 0 shares | 1K | $76.25 | 2.67K | |
| Q2 2020 | share | Increase | 0.00% | 2.67K shares | 210K | $75.26 | 2.67K |
| Q1 2020 | share | Decrease | -100.00% | -2.78K shares | -258K | $66.29 | 0 |
| Q4 2019 | share | Increase | 0.00% | 2.78K shares | 258K | $87.41 | 2.78K |