MCKINLEY CARTER WEALTH SERVICES, INC. – Vanguard Total Stock Market Index Fund Transaction History
MCKINLEY CARTER WEALTH SERVICES, INC. portfolio value:
$1.05M
portfolio value
MCKINLEY CARTER WEALTH SERVICES, INC. quarter portfolio value change:
-4.85%
quarter
Vanguard Total Stock Market Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +2.73% | 156 shares | -25K | $179.47 | 5.88K |
| Q2 2022 | share | Decrease | -1.43% | -83 shares | -242K | $188.62 | 5.72K |
| Q1 2022 | share | Decrease | -6.11% | -378 shares | -171K | $227.67 | 5.80K |
| Q4 2021 | share | Decrease | -0.27% | -17 shares | 116K | $242.21 | 6.18K |
| Q3 2021 | share | Decrease | -8.91% | -607 shares | -140K | $222.06 | 6.20K |
| Q2 2021 | share | Decrease | -2.31% | -161 shares | 77K | $222.12 | 6.80K |
| Q1 2021 | share | Increase | +15.21% | 920 shares | 262K | $205.41 | 6.97K |
| Q4 2020 | share | Increase | +188.10% | 3.95K shares | 820K | $192.8 | 6.05K |
| Q3 2020 | share | Decrease | -22.34% | -604 shares | -65K | $168.02 | 2.1K |
| Q2 2020 | share | Increase | +43.14% | 815 shares | 179K | $153.8 | 2.70K |
| Q1 2020 | share | Decrease | -12.71% | -275 shares | -110K | $126.1 | 1.88K |
| Q4 2019 | share | Decrease | -0.69% | -15 shares | 25K | $159.31 | 2.16K |
| Q3 2019 | share | Increase | +30.79% | 513 shares | 79K | $146.23 | 2.17K |
| Q2 2019 | share | Decrease | -23.65% | -516 shares | -66K | $144.68 | 1.66K |
| Q1 2019 | share | Increase | +0.32% | 7 shares | 38K | $138.98 | 2.18K |
| Q4 2018 | share | Increase | +10.24% | 202 shares | -17K | $121.91 | 2.17K |
| Q3 2018 | share | Decrease | -27.38% | -744 shares | -87K | $142.09 | 1.97K |
| Q2 2018 | share | Decrease | -2.27% | -63 shares | 5K | $132.7 | 2.71K |
| Q1 2018 | share | Decrease | -7.49% | -225 shares | -35K | $127.71 | 2.78K |
| Q4 2017 | share | Decrease | -14.46% | -508 shares | -43K | $128.62 | 3.00K |
| Q3 2017 | share | Increase | +6.65% | 219 shares | 45K | $120.78 | 3.51K |
| Q2 2017 | share | Decrease | -12.21% | -458 shares | -45K | $115.56 | 3.29K |
| Q1 2017 | share | Decrease | -4.02% | -157 shares | 4K | $112.13 | 3.75K |
| Q4 2016 | share | Increase | +47.01% | 1.25K shares | 155K | $106.11 | 3.90K |
| Q3 2016 | share | Decrease | -20.70% | -694 shares | -63K | $101.8 | 2.65K |
| Q2 2016 | share | Decrease | -10.28% | -384 shares | -33K | $97.51 | 3.35K |
| Q1 2016 | share | Increase | +33.37% | 935 shares | 100K | $94.96 | 3.73K |