WMG FINANCIAL ADVISORS, LLC – Vanguard Energy Index Fund Transaction History
WMG FINANCIAL ADVISORS, LLC portfolio value:
$307,000
portfolio value
WMG FINANCIAL ADVISORS, LLC quarter portfolio value change:
+2.12%
quarter
Vanguard Energy Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -1.01% | -31 shares | 6K | $101.58 | 3.02K |
| Q2 2022 | share | Decrease | -53.96% | -3.58K shares | -411K | $99.47 | 3.05K |
| Q1 2022 | share | Increase | +24.08% | 1.28K shares | 296K | $107.04 | 6.63K |
| Q4 2021 | share | Increase | 0.00% | 5.34K shares | 414K | $77.38 | 5.34K |