ENCOMPASS WEALTH ADVISORS, LLC – Vanguard Total Stock Market Index Fund Transaction History
ENCOMPASS WEALTH ADVISORS, LLC portfolio value:
$303,000
portfolio value
ENCOMPASS WEALTH ADVISORS, LLC quarter portfolio value change:
-4.85%
quarter
Vanguard Total Stock Market Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.30% | 5 shares | -14K | $179.47 | 1.68K |
| Q2 2022 | share | Increase | +2.13% | 35 shares | -58K | $188.62 | 1.68K |
| Q1 2022 | share | Increase | +5.31% | 83 shares | -3K | $227.67 | 1.64K |
| Q4 2021 | share | Increase | +2.29% | 35 shares | 39K | $242.21 | 1.56K |
| Q3 2021 | share | Decrease | -7.89% | -131 shares | -30K | $222.06 | 1.52K |
| Q2 2021 | share | Increase | +2.47% | 40 shares | 20K | $222.12 | 1.66K |
| Q1 2021 | share | Increase | +14.08% | 200 shares | 73K | $205.41 | 1.62K |
| Q4 2020 | share | Increase | 0.00% | 1.42K shares | 276K | $192.8 | 1.42K |