MCKINLEY CARTER WEALTH SERVICES, INC. – Vanguard Real Estate Index Fund Transaction History
MCKINLEY CARTER WEALTH SERVICES, INC. portfolio value:
$1.32M
portfolio value
MCKINLEY CARTER WEALTH SERVICES, INC. quarter portfolio value change:
-12.01%
quarter
Vanguard Real Estate Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -4.15% | -715 shares | -246K | $80.17 | 16.52K |
| Q2 2022 | share | Decrease | -16.33% | -3.36K shares | -662K | $91.11 | 17.24K |
| Q1 2022 | share | Decrease | -10.67% | -2.46K shares | -443K | $108.37 | 20.60K |
| Q4 2021 | share | Decrease | -20.51% | -5.95K shares | -278K | $115.69 | 23.06K |
| Q3 2021 | share | Decrease | -8.41% | -2.66K shares | -271K | $101.78 | 29.01K |
| Q2 2021 | share | Decrease | -12.75% | -4.63K shares | -111K | $101.16 | 31.68K |
| Q1 2021 | share | Decrease | -4.50% | -1.71K shares | 106K | $90.64 | 36.31K |
| Q4 2020 | share | Increase | 0.00% | 38.02K shares | 3.23M | $83.32 | 38.02K |
| Q3 2020 | share | Decrease | -100.00% | -14.02K shares | -1.10M | $76.25 | 0 |
| Q2 2020 | share | Decrease | -36.20% | -7.96K shares | -434K | $75.26 | 14.02K |
| Q1 2020 | share | Decrease | -3.74% | -854 shares | -584K | $66.29 | 21.99K |
| Q4 2019 | share | Increase | +0.65% | 148 shares | 4K | $87.41 | 22.84K |
| Q3 2019 | share | Increase | 0.00% | 22.69K shares | 2.11M | $86.92 | 22.69K |
| Q2 2018 | share | Decrease | -100.00% | -1.7K shares | -128K | $72.19 | 0 |
| Q1 2018 | share | Increase | 0.00% | 1.7K shares | 128K | $66.27 | 1.7K |