MCKINLEY CARTER WEALTH SERVICES, INC. – Vanguard Small Cap Index Fund Transaction History
MCKINLEY CARTER WEALTH SERVICES, INC. portfolio value:
$1.34M
portfolio value
MCKINLEY CARTER WEALTH SERVICES, INC. quarter portfolio value change:
-2.95%
quarter
Vanguard Small Cap Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -2.26% | -182 shares | -73K | $170.91 | 7.87K |
| Q2 2022 | share | Decrease | -1.84% | -151 shares | -325K | $176.11 | 8.06K |
| Q1 2022 | share | Decrease | -4.98% | -430 shares | -208K | $212.52 | 8.21K |
| Q4 2021 | share | Increase | +80.83% | 3.86K shares | 908K | $226.36 | 8.64K |
| Q3 2021 | share | Decrease | -4.00% | -199 shares | -77K | $218.67 | 4.77K |
| Q2 2021 | share | Decrease | -3.25% | -167 shares | 21K | $224.69 | 4.97K |
| Q1 2021 | share | Decrease | -3.81% | -204 shares | 60K | $213 | 5.14K |
| Q4 2020 | share | Increase | +90.49% | 2.54K shares | 609K | $193.18 | 5.34K |
| Q3 2020 | share | Decrease | -8.27% | -253 shares | -14K | $151.92 | 2.80K |
| Q2 2020 | share | Decrease | -15.33% | -554 shares | 29K | $143.42 | 3.06K |
| Q1 2020 | share | Increase | +1312.11% | 3.35K shares | 375K | $113.37 | 3.61K |
| Q4 2019 | share | Increase | 0.00% | 256 shares | 42K | $162.11 | 256 |
| Q2 2018 | share | Decrease | -100.00% | -305 shares | -45K | $148.71 | 0 |
| Q1 2018 | share | Increase | 0.00% | 305 shares | 45K | $140.01 | 305 |