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INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC
> VB
Date | Name | Ticker | Shares | Change | Value | Change | Price |
06/30/2023 | VANGUARD INDEX FUNDS | VB | 28,351 | 15,022 | 5,638,776,000 | 5,636,498,000 | $198,891.61 |
09/30/2022 | VANGUARD INDEX FUNDS | VB | 13,329 | -2,217 | 2,278,000 | -460,000 | $170.91 |
06/30/2022 | VANGUARD INDEX FUNDS | VB | 15,546 | 1,020 | 2,738,000 | -349,000 | $176.12 |
03/31/2022 | VANGUARD INDEX FUNDS | VB | 14,526 | -292 | 3,087,000 | -262,000 | $212.52 |
12/31/2021 | VANGUARD INDEX FUNDS | VB | 14,818 | 861 | 3,349,000 | 297,000 | $226.01 |
09/30/2021 | VANGUARD INDEX FUNDS | VB | 13,957 | -8,853 | 3,052,000 | -1,831,000 | $218.67 |
03/31/2021 | VANGUARD INDEX FUNDS | VB | 22,810 | 8,844 | 4,883,000 | 2,164,000 | $214.07 |
12/31/2020 | VANGUARD INDEX FUNDS | VB | 13,966 | 4,662 | 2,719,000 | 1,288,000 | $194.69 |
09/30/2020 | VANGUARD INDEX FUNDS | VB | 9,304 | -262 | 1,431,000 | 37,000 | $153.80 |
06/30/2020 | VANGUARD INDEX FUNDS | VB | 9,566 | 845 | 1,394,000 | 387,000 | $145.72 |
03/31/2020 | VANGUARD INDEX FUNDS | VB | 8,721 | 3,335 | 1,007,000 | 115,000 | $115.47 |
12/31/2019 | VANGUARD INDEX FUNDS | VB | 5,386 | 1,583 | 892,000 | 307,000 | $165.61 |
09/30/2019 | VANGUARD INDEX FUNDS | VB | 3,803 | 1,551 | 585,000 | 232,000 | $153.83 |
06/30/2019 | VANGUARD INDEX FUNDS | VB | 2,252 | -235 | 353,000 | -27,000 | $156.75 |
03/31/2019 | VANGUARD INDEX FUNDS | VB | 2,487 | -183 | 380,000 | 28,000 | $152.79 |
12/31/2018 | VANGUARD INDEX FUNDS | VB | 2,670 | 787 | 352,000 | 46,000 | $131.84 |
09/30/2018 | VANGUARD INDEX FUNDS | VB | 1,883 | 628 | 306,000 | 111,000 | $162.51 |
06/30/2018 | VANGUARD INDEX FUNDS | VB | 1,255 | 287 | 195,000 | 53,000 | $155.38 |
03/31/2018 | VANGUARD INDEX FUNDS | VB | 968 | 968 | 142,000 | 142,000 | $146.69 |
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