TRADITION WEALTH MANAGEMENT, LLC – Vanguard Real Estate Index Fund Transaction History
TRADITION WEALTH MANAGEMENT, LLC portfolio value:
$2.58M
portfolio value
TRADITION WEALTH MANAGEMENT, LLC quarter portfolio value change:
-12.01%
quarter
Vanguard Real Estate Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +2.15% | 680 shares | -291K | $80.17 | 32.27K |
| Q2 2022 | share | Increase | +2.25% | 694 shares | -470K | $91.11 | 31.59K |
| Q1 2022 | share | Increase | +1.28% | 389 shares | -191K | $108.37 | 30.89K |
| Q4 2021 | share | Decrease | -13.76% | -4.86K shares | -61K | $115.69 | 30.50K |
| Q3 2021 | share | Increase | +14.87% | 4.58K shares | 466K | $101.78 | 35.37K |
| Q2 2021 | share | Increase | +43.66% | 9.35K shares | 1.16M | $101.16 | 30.79K |
| Q1 2021 | share | Increase | +2.64% | 552 shares | 195K | $90.64 | 21.43K |
| Q4 2020 | share | Increase | 0.00% | 20.88K shares | 1.77M | $83.32 | 20.88K |