MCKINLEY CARTER WEALTH SERVICES, INC. – Vanguard Value Index Fund Transaction History
MCKINLEY CARTER WEALTH SERVICES, INC. portfolio value:
$2.02M
portfolio value
MCKINLEY CARTER WEALTH SERVICES, INC. quarter portfolio value change:
-6.37%
quarter
Vanguard Value Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -3.05% | -515 shares | -206K | $123.48 | 16.36K |
| Q2 2022 | share | Decrease | -5.46% | -974 shares | -412K | $131.88 | 16.87K |
| Q1 2022 | share | Decrease | -6.58% | -1.25K shares | -173K | $147.78 | 17.85K |
| Q4 2021 | share | Decrease | -7.44% | -1.53K shares | 17K | $147.05 | 19.10K |
| Q3 2021 | share | Decrease | -7.39% | -1.64K shares | -270K | $135.37 | 20.64K |
| Q2 2021 | share | Decrease | -8.28% | -2.01K shares | -131K | $136.66 | 22.29K |
| Q1 2021 | share | Decrease | -0.70% | -172 shares | 284K | $129.99 | 24.30K |
| Q4 2020 | share | Increase | 0.00% | 24.47K shares | 2.91M | $117 | 24.47K |
| Q1 2020 | share | Decrease | -100.00% | -236 shares | -28K | $85.73 | 0 |
| Q4 2019 | share | Increase | 0.00% | 236 shares | 28K | $114.41 | 236 |
| Q2 2018 | share | Decrease | -100.00% | -868 shares | -90K | $95.16 | 0 |
| Q1 2018 | share | Increase | 0.00% | 868 shares | 90K | $94 | 868 |
| Q4 2017 | share | Decrease | -100.00% | -3.41K shares | -341K | $96.29 | 0 |
| Q3 2017 | share | Increase | 0.00% | 3.41K shares | 341K | $89.86 | 3.41K |