WEALTH ENHANCEMENT ADVISORY SERVICES, LLC – Vanguard Small Cap Index Fund Transaction History
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC portfolio value:
$897,000
portfolio value
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 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 | -11.96% | -694 shares | -156K | $170.91 | 5.10K |
Q2 2022 | share | Decrease | -8.83% | -562 shares | -313K | $176.11 | 5.80K |
Q1 2022 | share | Decrease | -2.85% | -187 shares | 15K | $212.52 | 6.36K |
Q4 2021 | share | Decrease | -1.00% | -66 shares | -172K | $226.36 | 6.55K |
Q3 2021 | share | Increase | +1.38% | 90 shares | 102K | $218.67 | 6.61K |
Q2 2021 | share | Decrease | -10.27% | -747 shares | -168K | $224.69 | 6.52K |
Q1 2021 | share | Decrease | -13.26% | -1.11K shares | -133K | $213 | 7.27K |
Q4 2020 | share | Decrease | -5.23% | -463 shares | 245K | $193.18 | 8.38K |
Q3 2020 | share | Decrease | -5.30% | -495 shares | 54K | $151.92 | 8.84K |
Q2 2020 | share | Decrease | -49.95% | -9.32K shares | -1.01M | $143.42 | 9.34K |
Q1 2020 | share | Increase | 0.00% | 18.67K shares | 2.43M | $113.37 | 18.67K |