ARETE WEALTH ADVISORS, LLC – Vanguard Mid-Cap Value Index Fund Transaction History
ARETE WEALTH ADVISORS, LLC portfolio value:
$1.24M
portfolio value
ARETE WEALTH ADVISORS, LLC quarter portfolio value change:
-5.98%
quarter
Vanguard Mid-Cap Value Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +523.81% | 8.60K shares | 959K | $121.77 | 10.24K |
| Q2 2022 | share | Decrease | -84.17% | -8.73K shares | -1.26M | $129.52 | 1.64K |
| Q1 2022 | share | Decrease | -9.20% | -1.05K shares | -165K | $149.67 | 10.37K |
| Q4 2021 | share | Increase | +25.01% | 2.28K shares | 442K | $150.11 | 11.42K |
| Q3 2021 | share | Decrease | -4.49% | -430 shares | 61K | $139.61 | 9.13K |
| Q2 2021 | share | Decrease | -1.16% | -112 shares | -91K | $139.93 | 9.56K |
| Q1 2021 | share | Increase | +138.57% | 5.62K shares | 824K | $133.67 | 9.68K |
| Q4 2020 | share | Increase | 0.00% | 4.05K shares | 482K | $117.42 | 4.05K |