SUGARLOAF WEALTH MANAGEMENT, LLC – Vanguard Value Index Fund Transaction History
SUGARLOAF WEALTH MANAGEMENT, LLC portfolio value:
$90,000
portfolio value
SUGARLOAF WEALTH MANAGEMENT, LLC quarter portfolio value change:
-6.37%
quarter
Vanguard Value Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.42% | 3 shares | -5K | $123.48 | 725 |
| Q2 2022 | share | Increase | +0.42% | 3 shares | -11K | $131.88 | 722 |
| Q1 2022 | share | Increase | +0.28% | 2 shares | 1K | $147.78 | 719 |
| Q4 2021 | share | Increase | +0.42% | 3 shares | 8K | $147.05 | 717 |
| Q3 2021 | share | Increase | +0.42% | 3 shares | -1K | $135.37 | 714 |
| Q2 2021 | share | Decrease | -22.89% | -211 shares | 5K | $136.66 | 711 |
| Q1 2021 | share | Increase | +29.86% | 212 shares | 8K | $129.99 | 922 |
| Q4 2020 | share | 0.00% | 0 shares | 11K | $117 | 710 | |
| Q3 2020 | share | 0.00% | 0 shares | 3K | $102.1 | 710 | |
| Q2 2020 | share | 0.00% | 0 shares | 8K | $96.62 | 710 | |
| Q1 2020 | share | 0.00% | 0 shares | -22K | $85.73 | 710 | |
| Q4 2019 | share | Increase | 0.00% | 710 shares | 85K | $114.41 | 710 |