IVC WEALTH ADVISORS LLC – Vanguard Energy Index Fund Transaction History
IVC WEALTH ADVISORS LLC portfolio value:
$376,000
portfolio value
IVC WEALTH ADVISORS LLC 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 | 7K | $101.58 | 3.70K | |
| Q2 2022 | share | Decrease | -2.76% | -105 shares | -39K | $99.47 | 3.70K |
| Q1 2022 | share | 0.00% | 0 shares | 0 | $107.04 | 3.81K | |
| Q4 2021 | share | Increase | +0.53% | 20 shares | 16K | $77.38 | 3.81K |
| Q3 2021 | share | Increase | +4.84% | 175 shares | 6K | $73.9 | 3.79K |
| Q2 2021 | share | Increase | +4.27% | 148 shares | 38K | $74.97 | 3.61K |
| Q1 2021 | share | Increase | 0.00% | 3.46K shares | 236K | $66.59 | 3.46K |