MCKINLEY CARTER WEALTH SERVICES, INC. – Vanguard Growth Index Fund Transaction History
MCKINLEY CARTER WEALTH SERVICES, INC. portfolio value:
$4.71M
portfolio value
MCKINLEY CARTER WEALTH SERVICES, INC. quarter portfolio value change:
-4.01%
quarter
Vanguard Growth Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -3.14% | -713 shares | -356K | $213.95 | 22.02K |
| Q2 2022 | share | Decrease | -3.23% | -758 shares | -1.68M | $222.89 | 22.74K |
| Q1 2022 | share | Decrease | -6.70% | -1.68K shares | -1.32M | $287.6 | 23.5K |
| Q4 2021 | share | Decrease | -10.37% | -2.91K shares | -71K | $322.48 | 25.18K |
| Q3 2021 | share | Decrease | -1.09% | -309 shares | 5K | $290.17 | 28.10K |
| Q2 2021 | share | Decrease | -6.07% | -1.83K shares | 375K | $286.51 | 28.41K |
| Q1 2021 | share | Decrease | -1.32% | -405 shares | 8K | $256.43 | 30.24K |
| Q4 2020 | share | Increase | 0.00% | 30.65K shares | 7.76M | $252.36 | 30.65K |
| Q1 2020 | share | Decrease | -100.00% | -8.09K shares | -1.47M | $155.19 | 0 |
| Q4 2019 | share | Increase | +1.07% | 86 shares | 143K | $179.98 | 8.09K |
| Q3 2019 | share | Increase | +7.90% | 586 shares | 119K | $163.82 | 8.00K |
| Q2 2019 | share | Increase | +0.05% | 4 shares | 52K | $160.6 | 7.42K |
| Q1 2019 | share | 0.00% | 0 shares | 164K | $153.36 | 7.41K | |
| Q4 2018 | share | Increase | 0.00% | 7.41K shares | 996K | $131.34 | 7.41K |
| Q2 2018 | share | Decrease | -100.00% | -345 shares | -49K | $145.44 | 0 |
| Q1 2018 | share | Increase | 0.00% | 345 shares | 49K | $137.36 | 345 |
| Q1 2016 | share | Decrease | -100.00% | -9.21K shares | -981K | $100.42 | 0 |