ENCOMPASS WEALTH ADVISORS, LLC – Vanguard Real Estate Index Fund Transaction History
ENCOMPASS WEALTH ADVISORS, LLC portfolio value:
$2.02M
portfolio value
ENCOMPASS WEALTH ADVISORS, 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 | Decrease | -6.33% | -1.70K shares | -432K | $80.17 | 25.23K |
| Q2 2022 | share | Decrease | -26.64% | -9.78K shares | -1.52M | $91.11 | 26.94K |
| Q1 2022 | share | Increase | +1.67% | 602 shares | -211K | $108.37 | 36.72K |
| Q4 2021 | share | Increase | +12.73% | 4.07K shares | 930K | $115.69 | 36.12K |
| Q3 2021 | share | Increase | +4.73% | 1.44K shares | 147K | $101.78 | 32.04K |
| Q2 2021 | share | Increase | +0.69% | 209 shares | 134K | $101.16 | 30.59K |
| Q1 2021 | share | Increase | +70.83% | 12.6K shares | 1.46M | $90.64 | 30.38K |
| Q4 2020 | share | Increase | 0.00% | 17.78K shares | 1.51M | $83.32 | 17.78K |