EVERMAY WEALTH MANAGEMENT LLC – Vanguard Small Cap Value Index Fund Transaction History
EVERMAY WEALTH MANAGEMENT LLC portfolio value:
$496,000
portfolio value
EVERMAY WEALTH MANAGEMENT LLC quarter portfolio value change:
-4.29%
quarter
Vanguard Small Cap Value Index Fund 13F transactions
Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
---|---|---|---|---|---|---|---|
Q3 2022 | share | Decrease | -10.22% | -394 shares | -82K | $143.4 | 3.46K |
Q2 2022 | share | Decrease | -15.48% | -706 shares | -224K | $149.82 | 3.85K |
Q1 2022 | share | Increase | +660.17% | 3.96K shares | 695K | $175.94 | 4.56K |
Q4 2021 | share | 0.00% | 0 shares | 3K | $178.69 | 600 | |
Q3 2021 | share | 0.00% | 0 shares | 0 | $169.26 | 600 | |
Q2 2021 | share | Increase | 0.00% | 600 shares | 104K | $172.99 | 600 |