PBMARES WEALTH MANAGEMENT LLC – Vanguard Total Stock Market Index Fund Transaction History
PBMARES WEALTH MANAGEMENT LLC portfolio value:
$1.90M
portfolio value
PBMARES WEALTH MANAGEMENT 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 | +83.97% | 4.84K shares | 817K | $179.47 | 10.60K |
| Q2 2022 | share | Increase | +53.94% | 2.02K shares | 234K | $188.62 | 5.76K |
| Q1 2022 | share | Decrease | -6.86% | -276 shares | -118K | $227.67 | 3.74K |
| Q4 2021 | share | Increase | +4.63% | 178 shares | 118K | $242.21 | 4.02K |
| Q3 2021 | share | Increase | +1.86% | 70 shares | 12K | $222.06 | 3.84K |
| Q2 2021 | share | Increase | +152.88% | 2.28K shares | 533K | $222.12 | 3.77K |
| Q1 2021 | share | Increase | +24.13% | 290 shares | 74K | $205.41 | 1.49K |
| Q4 2020 | share | 0.00% | 0 shares | 29K | $192.8 | 1.20K | |
| Q3 2020 | share | Decrease | -38.17% | -742 shares | -99K | $168.02 | 1.20K |
| Q2 2020 | share | Increase | +9.46% | 168 shares | 75K | $153.8 | 1.94K |
| Q1 2020 | share | Increase | 0.00% | 1.77K shares | 229K | $126.1 | 1.77K |