INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC – Vanguard Mega Cap Index Fund Transaction History
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC portfolio value:
$82,000
portfolio value
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC quarter portfolio value change:
-5.30%
quarter
Vanguard Mega Cap Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -14.62% | -112 shares | -19K | $124.82 | 654 |
| Q2 2022 | share | 0.00% | 0 shares | -21K | $131.81 | 766 | |
| Q1 2022 | share | 0.00% | 0 shares | -7K | $159.04 | 766 | |
| Q4 2021 | share | 0.00% | 0 shares | 12K | $168.71 | 766 | |
| Q3 2021 | share | Decrease | -7.71% | -64 shares | -9K | $152.39 | 766 |
| Q2 2021 | share | 0.00% | 0 shares | 10K | $151.84 | 830 | |
| Q1 2021 | share | Increase | 0.00% | 830 shares | 116K | $139.34 | 830 |