SUGARLOAF WEALTH MANAGEMENT, LLC – Vanguard Small Cap Index Fund Transaction History
SUGARLOAF WEALTH MANAGEMENT, LLC portfolio value:
$106,000
portfolio value
SUGARLOAF WEALTH MANAGEMENT, 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 | Increase | +0.16% | 1 shares | -3K | $170.91 | 620 |
| Q2 2022 | share | Increase | +0.32% | 2 shares | -22K | $176.11 | 619 |
| Q1 2022 | share | 0.00% | 0 shares | -8K | $212.52 | 617 | |
| Q4 2021 | share | Decrease | -12.73% | -90 shares | -16K | $226.36 | 617 |
| Q3 2021 | share | Increase | +0.14% | 1 shares | -4K | $218.67 | 707 |
| Q2 2021 | share | Decrease | -28.76% | -285 shares | 18K | $224.69 | 706 |
| Q1 2021 | share | Increase | +50.84% | 334 shares | 13K | $213 | 991 |
| Q4 2020 | share | Increase | +0.61% | 4 shares | 27K | $193.18 | 657 |
| Q3 2020 | share | Increase | +0.31% | 2 shares | 6K | $151.92 | 653 |
| Q2 2020 | share | Increase | +0.15% | 1 shares | 20K | $143.42 | 651 |
| Q1 2020 | share | Increase | +0.46% | 3 shares | -32K | $113.37 | 650 |
| Q4 2019 | share | Increase | 0.00% | 647 shares | 107K | $162.11 | 647 |