MCKINLEY CARTER WEALTH SERVICES, INC. – Vanguard Russell 1000 Value Index Fund Transaction History
MCKINLEY CARTER WEALTH SERVICES, INC. portfolio value:
$30.27M
portfolio value
MCKINLEY CARTER WEALTH SERVICES, INC. quarter portfolio value change:
-6.07%
quarter
Vanguard Russell 1000 Value Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -4.51% | -23.95K shares | -3.48M | $59.69 | 507.25K |
| Q2 2022 | share | Increase | +65.78% | 210.77K shares | 10.43M | $63.55 | 531.20K |
| Q1 2022 | share | Increase | +0.32% | 1.01K shares | -227K | $72.8 | 320.43K |
| Q4 2021 | share | Increase | +3.39% | 10.46K shares | 2.32M | $73.69 | 319.41K |
| Q3 2021 | share | Increase | +8.31% | 23.69K shares | 1.37M | $68.71 | 308.95K |
| Q2 2021 | share | Increase | +27.70% | 61.87K shares | 5.00M | $69.27 | 285.25K |
| Q1 2021 | share | Increase | +16.80% | 32.12K shares | 3.38M | $65.89 | 223.37K |
| Q4 2020 | share | Increase | 0.00% | 191.25K shares | 11.45M | $59.17 | 191.25K |