SUGARLOAF WEALTH MANAGEMENT, LLC – Vanguard Growth Index Fund Transaction History
SUGARLOAF WEALTH MANAGEMENT, LLC portfolio value:
$178,000
portfolio value
SUGARLOAF WEALTH MANAGEMENT, LLC quarter portfolio value change:
-4.01%
quarter
Vanguard Growth Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -1.89% | -16 shares | -11K | $213.95 | 831 |
| Q2 2022 | share | Decrease | -19.33% | -203 shares | -113K | $222.89 | 847 |
| Q1 2022 | share | Increase | +12.78% | 119 shares | 3K | $287.6 | 1.05K |
| Q4 2021 | share | Decrease | -2.51% | -24 shares | 22K | $322.48 | 931 |
| Q3 2021 | share | Increase | +0.10% | 1 shares | 3K | $290.17 | 955 |
| Q2 2021 | share | Decrease | -16.09% | -183 shares | 19K | $286.51 | 954 |
| Q1 2021 | share | Increase | +14.73% | 146 shares | 4K | $256.43 | 1.13K |
| Q4 2020 | share | 0.00% | 0 shares | 25K | $252.36 | 991 | |
| Q3 2020 | share | Decrease | -4.80% | -50 shares | 16K | $226.32 | 991 |
| Q2 2020 | share | Decrease | -2.35% | -25 shares | 43K | $200.57 | 1.04K |
| Q1 2020 | share | 0.00% | 0 shares | -27K | $155.19 | 1.06K | |
| Q4 2019 | share | Increase | 0.00% | 1.06K shares | 194K | $179.98 | 1.06K |