BEESE FULMER INVESTMENT MANAGEMENT, INC. – Vanguard Small Cap Index Fund Transaction History
BEESE FULMER INVESTMENT MANAGEMENT, INC. portfolio value:
$1.06M
portfolio value
BEESE FULMER INVESTMENT MANAGEMENT, INC. quarter portfolio value change:
-2.95%
quarter
Vanguard Small Cap Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +14.52% | 789 shares | 107K | $170.91 | 6.22K |
| Q2 2022 | share | Increase | +6.63% | 338 shares | -126K | $176.11 | 5.43K |
| Q1 2022 | share | Decrease | -1.45% | -75 shares | -86K | $212.52 | 5.09K |
| Q4 2021 | share | Decrease | -0.94% | -49 shares | 27K | $226.36 | 5.17K |
| Q3 2021 | share | Increase | +2.63% | 134 shares | -4K | $218.67 | 5.22K |
| Q2 2021 | share | Increase | +0.43% | 22 shares | 62K | $224.69 | 5.08K |
| Q1 2021 | share | Decrease | -0.10% | -5 shares | 97K | $213 | 5.06K |
| Q4 2020 | share | Decrease | -0.94% | -48 shares | 200K | $193.18 | 5.07K |
| Q3 2020 | share | Decrease | -0.97% | -50 shares | 34K | $151.92 | 5.11K |
| Q2 2020 | share | Increase | +14.39% | 650 shares | 231K | $143.42 | 5.16K |
| Q1 2020 | share | Increase | 0.00% | 4.51K shares | 522K | $113.37 | 4.51K |