WMG FINANCIAL ADVISORS, LLC – Vanguard Financials Index Fund Transaction History
WMG FINANCIAL ADVISORS, LLC portfolio value:
$299,000
portfolio value
WMG FINANCIAL ADVISORS, LLC quarter portfolio value change:
-3.56%
quarter
Vanguard Financials Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -2.09% | -87 shares | -18K | $74.44 | 4.08K |
| Q2 2022 | share | Decrease | -4.05% | -176 shares | -91K | $77.19 | 4.16K |
| Q1 2022 | share | Increase | +10.99% | 430 shares | 27K | $93.39 | 4.34K |
| Q4 2021 | share | Increase | 0.00% | 3.91K shares | 379K | $96.67 | 3.91K |