LEGACY WEALTH PLANNING, LLC – Vanguard Total Stock Market Index Fund Transaction History
LEGACY WEALTH PLANNING, LLC portfolio value:
$1.25M
portfolio value
LEGACY WEALTH PLANNING, 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 | +2.95% | 200 shares | -26K | $179.47 | 6.98K |
| Q2 2022 | share | Decrease | -4.19% | -297 shares | -332K | $188.62 | 6.78K |
| Q1 2022 | share | Decrease | -0.96% | -69 shares | -115K | $227.67 | 7.08K |
| Q4 2021 | share | Decrease | -3.34% | -247 shares | 84K | $242.21 | 7.15K |
| Q3 2021 | share | Increase | +25.20% | 1.48K shares | 326K | $222.06 | 7.39K |
| Q2 2021 | share | 0.00% | 0 shares | 96K | $222.12 | 5.90K | |
| Q1 2021 | share | Decrease | -3.13% | -191 shares | 34K | $205.41 | 5.90K |
| Q4 2020 | share | 0.00% | 0 shares | 148K | $192.8 | 6.1K | |
| Q3 2020 | share | Decrease | -7.01% | -460 shares | 12K | $168.02 | 6.1K |
| Q2 2020 | share | Decrease | -0.20% | -13 shares | 180K | $153.8 | 6.56K |
| Q1 2020 | share | Increase | +16.58% | 935 shares | -75K | $126.1 | 6.57K |
| Q4 2019 | share | Increase | 0.00% | 5.63K shares | 922K | $159.31 | 5.63K |