FORVIS WEALTH ADVISORS, LLC – Vanguard Mid Cap Index Fund Transaction History
FORVIS WEALTH ADVISORS, LLC portfolio value:
$9.43M
portfolio value
FORVIS WEALTH ADVISORS, LLC quarter portfolio value change:
-4.56%
quarter
Vanguard Mid Cap Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -8.85% | -4.86K shares | -1.41M | $187.98 | 50.17K |
| Q2 2022 | share | Decrease | -59.39% | -80.49K shares | -21.39M | $196.97 | 55.04K |
| Q1 2022 | share | Increase | +5.49% | 7.05K shares | -497K | $237.84 | 135.53K |
| Q4 2021 | share | Increase | +3.36% | 4.18K shares | 3.30M | $254.95 | 128.48K |
| Q3 2021 | share | Increase | +6.34% | 7.41K shares | 1.68M | $236.76 | 124.30K |
| Q2 2021 | share | Increase | +0.38% | 440 shares | 1.96M | $236.75 | 116.88K |
| Q1 2021 | share | Increase | +5.97% | 6.56K shares | 3.05M | $220.14 | 116.44K |
| Q4 2020 | share | Increase | +13.34% | 12.93K shares | 5.63M | $205.06 | 109.88K |
| Q3 2020 | share | Increase | +63.03% | 37.48K shares | 7.34M | $174.01 | 96.95K |
| Q2 2020 | share | Increase | +1151.45% | 54.71K shares | 9.12M | $161.2 | 59.46K |
| Q1 2020 | share | Decrease | -2.40% | -117 shares | -242K | $128.95 | 4.75K |
| Q4 2019 | share | 0.00% | 0 shares | 52K | $173.69 | 4.86K | |
| Q3 2019 | share | Increase | +37.85% | 1.33K shares | 226K | $162.47 | 4.86K |
| Q2 2019 | share | Decrease | -25.28% | -1.19K shares | -170K | $161.53 | 3.53K |
| Q1 2019 | share | Increase | +2.49% | 115 shares | 123K | $154.8 | 4.72K |
| Q4 2018 | share | Decrease | -44.91% | -3.75K shares | -737K | $132.61 | 4.61K |
| Q3 2018 | share | Increase | +0.28% | 23 shares | 58K | $156.74 | 8.37K |
| Q2 2018 | share | Decrease | -9.82% | -909 shares | -112K | $149.8 | 8.34K |
| Q1 2018 | share | Increase | 0.00% | 9.25K shares | 1.42M | $146.03 | 9.25K |