EVERMAY WEALTH MANAGEMENT LLC – Vanguard S&P Small-Cap 600 Index Fund Transaction History
EVERMAY WEALTH MANAGEMENT LLC portfolio value:
$223,000
portfolio value
EVERMAY WEALTH MANAGEMENT LLC quarter portfolio value change:
-5.04%
quarter
Vanguard S&P Small-Cap 600 Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +2.29% | 31 shares | -7K | $161.46 | 1.38K |
| Q2 2022 | share | Increase | +0.22% | 3 shares | -37K | $170.03 | 1.35K |
| Q1 2022 | share | Increase | +125.80% | 751 shares | 141K | $198.03 | 1.34K |
| Q4 2021 | share | Increase | +58.78% | 221 shares | 48K | $210.27 | 597 |
| Q3 2021 | share | 0.00% | 0 shares | 0 | $201.53 | 376 | |
| Q2 2021 | share | Increase | 0.00% | 376 shares | 78K | $207.44 | 376 |