WEST FINANCIAL ADVISORS, LLC – Vanguard ESG U.S. Stock ETF Transaction History
WEST FINANCIAL ADVISORS, LLC portfolio value:
$971,000
portfolio value
WEST FINANCIAL ADVISORS, 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 | +0.03% | 4 shares | -53K | $62.91 | 15.42K |
| Q2 2022 | share | Increase | +4.59% | 677 shares | -172K | $66.4 | 15.42K |
| Q1 2022 | share | Increase | +1.56% | 226 shares | -80K | $81.08 | 14.74K |
| Q4 2021 | share | Decrease | -2.88% | -430 shares | 79K | $88.16 | 14.52K |
| Q3 2021 | share | Increase | +43.68% | 4.54K shares | 365K | $80.06 | 14.95K |
| Q2 2021 | share | Increase | +26.67% | 2.19K shares | 226K | $79.75 | 10.40K |
| Q1 2021 | share | 0.00% | 0 shares | 30K | $73.37 | 8.21K | |
| Q4 2020 | share | Increase | 0.00% | 8.21K shares | 576K | $69.66 | 8.21K |