SUGARLOAF WEALTH MANAGEMENT, LLC – Vanguard Mid Cap Index Fund Transaction History
SUGARLOAF WEALTH MANAGEMENT, LLC portfolio value:
$159,000
portfolio value
SUGARLOAF WEALTH MANAGEMENT, LLC quarter portfolio value change:
-4.56%
quarter
Vanguard Mid Cap Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.36% | 3 shares | -7K | $187.98 | 845 |
| Q2 2022 | share | Increase | +0.24% | 2 shares | -34K | $196.97 | 842 |
| Q1 2022 | share | Increase | +0.12% | 1 shares | -14K | $237.84 | 840 |
| Q4 2021 | share | Decrease | -9.49% | -88 shares | -5K | $254.95 | 839 |
| Q3 2021 | share | Increase | +0.22% | 2 shares | 0 | $236.76 | 927 |
| Q2 2021 | share | Increase | +2400.00% | 888 shares | 15K | $236.75 | 925 |
| Q1 2021 | share | Decrease | -95.97% | -882 shares | 14K | $220.14 | 37 |
| Q4 2020 | share | Increase | +0.44% | 4 shares | 29K | $205.06 | 919 |
| Q3 2020 | share | Increase | +0.33% | 3 shares | 12K | $174.01 | 915 |
| Q2 2020 | share | Increase | +0.44% | 4 shares | 29K | $161.2 | 912 |
| Q1 2020 | share | Increase | +0.55% | 5 shares | -41K | $128.95 | 908 |
| Q4 2019 | share | Increase | 0.00% | 903 shares | 161K | $173.69 | 903 |