ENCOMPASS WEALTH ADVISORS, LLC – Vanguard Growth Index Fund Transaction History
ENCOMPASS WEALTH ADVISORS, LLC portfolio value:
$229,000
portfolio value
ENCOMPASS WEALTH ADVISORS, LLC quarter portfolio value change:
-4.01%
quarter
Vanguard Growth Index Fund 13F transactions
Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
---|---|---|---|---|---|---|---|
Q3 2022 | share | Decrease | -11.57% | -140 shares | -41K | $213.95 | 1.07K |
Q2 2022 | share | Increase | +3.42% | 40 shares | -66K | $222.89 | 1.21K |
Q1 2022 | share | Increase | +9.35% | 100 shares | -7K | $287.6 | 1.17K |
Q4 2021 | share | Decrease | -19.97% | -267 shares | -44K | $322.48 | 1.07K |
Q3 2021 | share | Decrease | -21.21% | -360 shares | -99K | $290.17 | 1.33K |
Q2 2021 | share | Increase | +6.26% | 100 shares | 57K | $286.51 | 1.69K |
Q1 2021 | share | 0.00% | 0 shares | 24K | $256.43 | 1.59K | |
Q4 2020 | share | Increase | 0.00% | 1.59K shares | 405K | $252.36 | 1.59K |