APRIO WEALTH MANAGEMENT, LLC – Vanguard Financials Index Fund Transaction History
APRIO WEALTH MANAGEMENT, LLC portfolio value:
$4.33M
portfolio value
APRIO WEALTH MANAGEMENT, LLC quarter portfolio value change:
-3.56%
quarter
Vanguard Financials Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +2.99% | 1.68K shares | -29K | $74.44 | 58.18K |
| Q2 2022 | share | Increase | +1.14% | 639 shares | -856K | $77.19 | 56.5K |
| Q1 2022 | share | Increase | +5.75% | 3.03K shares | 116K | $93.39 | 55.86K |
| Q4 2021 | share | Decrease | -43.27% | -40.28K shares | -3.52M | $96.67 | 52.82K |
| Q3 2021 | share | Increase | +10.68% | 8.98K shares | 1.01M | $92.65 | 93.11K |
| Q2 2021 | share | Increase | 0.00% | 84.12K shares | 7.60M | $89.93 | 84.12K |