CENTER FOR FINANCIAL PLANNING, INC. – Vanguard Energy Index Fund Transaction History
CENTER FOR FINANCIAL PLANNING, INC. portfolio value:
$626,000
portfolio value
CENTER FOR FINANCIAL PLANNING, INC. quarter portfolio value change:
+2.12%
quarter
Vanguard Energy Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | 13K | $101.58 | 6.16K | |
| Q2 2022 | share | 0.00% | 0 shares | -46K | $99.47 | 6.16K | |
| Q1 2022 | share | Decrease | -3.67% | -235 shares | 163K | $107.04 | 6.16K |
| Q4 2021 | share | 0.00% | 0 shares | 23K | $77.38 | 6.39K | |
| Q3 2021 | share | Increase | +3.65% | 225 shares | 5K | $73.9 | 6.39K |
| Q2 2021 | share | 0.00% | 0 shares | 48K | $74.97 | 6.17K | |
| Q1 2021 | share | 0.00% | 0 shares | 100K | $66.59 | 6.17K | |
| Q4 2020 | share | Increase | +17.97% | 940 shares | 109K | $50.29 | 6.17K |
| Q3 2020 | share | Decrease | -1.36% | -72 shares | -56K | $38.66 | 5.23K |
| Q2 2020 | share | Decrease | -21.10% | -1.41K shares | 10K | $47.63 | 5.30K |
| Q1 2020 | share | Increase | 0.00% | 6.72K shares | 257K | $35.75 | 6.72K |