ESSEX PRIVATE WEALTH MANAGEMENT, LLC – Vanguard Total Stock Market Index Fund Transaction History
ESSEX PRIVATE WEALTH MANAGEMENT, LLC portfolio value:
$3.80M
portfolio value
ESSEX PRIVATE 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 | Decrease | -11.20% | -2.67K shares | -699K | $179.47 | 21.20K |
| Q2 2022 | share | Increase | +3.66% | 843 shares | -741K | $188.62 | 23.88K |
| Q1 2022 | share | Decrease | -76.89% | -76.65K shares | -18.82M | $227.67 | 23.04K |
| Q4 2021 | share | Increase | +2.46% | 2.39K shares | 2.46M | $242.21 | 99.69K |
| Q3 2021 | share | Increase | +3.44% | 3.23K shares | 647K | $222.06 | 97.29K |
| Q2 2021 | share | Increase | +7.95% | 6.92K shares | 2.94M | $222.12 | 94.06K |
| Q1 2021 | share | Increase | +0.11% | 99 shares | 1.06M | $205.41 | 87.13K |
| Q4 2020 | share | Decrease | -6.42% | -5.96K shares | 1.10M | $192.8 | 87.03K |
| Q3 2020 | share | Decrease | -2.30% | -2.19K shares | 939K | $168.02 | 93.00K |
| Q2 2020 | share | Decrease | -9.55% | -10.04K shares | 1.33M | $153.8 | 95.19K |
| Q1 2020 | share | Increase | +3.01% | 3.07K shares | -3.15M | $126.1 | 105.24K |
| Q4 2019 | share | Increase | 0.00% | 102.17K shares | 16.71M | $159.31 | 102.17K |