UPPER LEFT WEALTH MANAGEMENT, LLC – Vanguard Real Estate Index Fund Transaction History
UPPER LEFT WEALTH MANAGEMENT, LLC portfolio value:
$298,000
portfolio value
UPPER LEFT WEALTH MANAGEMENT, 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 | -20.91% | -962 shares | -121K | $80.17 | 3.63K |
| Q2 2022 | share | Increase | +37.71% | 1.26K shares | 50K | $91.11 | 4.60K |
| Q1 2022 | share | Decrease | -3.16% | -109 shares | -31K | $108.37 | 3.34K |
| Q4 2021 | share | Increase | 0.00% | 3.45K shares | 400K | $115.69 | 3.45K |