TRADITION WEALTH MANAGEMENT, LLC – Vanguard ESG U.S. Stock ETF Transaction History
TRADITION WEALTH MANAGEMENT, LLC portfolio value:
$363,000
portfolio value
TRADITION WEALTH MANAGEMENT, LLC quarter portfolio value change:
-5.26%
quarter
Vanguard ESG U.S. Stock ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.85% | 105 shares | -14K | $62.91 | 5.77K |
| Q2 2022 | share | Increase | +4.44% | 241 shares | -63K | $66.4 | 5.67K |
| Q1 2022 | share | Increase | +20.39% | 920 shares | 43K | $81.08 | 5.43K |
| Q4 2021 | share | Increase | +473.32% | 3.72K shares | 334K | $88.16 | 4.51K |
| Q3 2021 | share | Increase | +31.39% | 188 shares | 15K | $80.06 | 787 |
| Q2 2021 | share | Increase | 0.00% | 599 shares | 48K | $79.75 | 599 |