MARIETTA WEALTH MANAGEMENT, LLC – Vanguard Mid Cap Index Fund Transaction History
MARIETTA WEALTH MANAGEMENT, LLC portfolio value:
$9.01M
portfolio value
MARIETTA 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 | +38.50% | 13.32K shares | 2.19M | $187.98 | 47.93K |
| Q2 2022 | share | Increase | +1.74% | 591 shares | -1.27M | $196.97 | 34.61K |
| Q1 2022 | share | Increase | +4.29% | 1.39K shares | -219K | $237.84 | 34.02K |
| Q4 2021 | share | Increase | +4.80% | 1.49K shares | 941K | $254.95 | 32.62K |
| Q3 2021 | share | Increase | +7.38% | 2.13K shares | 489K | $236.76 | 31.12K |
| Q2 2021 | share | Increase | +4.83% | 1.33K shares | 760K | $236.75 | 28.99K |
| Q1 2021 | share | Increase | +6.34% | 1.64K shares | 744K | $220.14 | 27.65K |
| Q4 2020 | share | Increase | +5.56% | 1.37K shares | 1.03M | $205.06 | 26.00K |
| Q3 2020 | share | Decrease | -9.87% | -2.69K shares | -137K | $174.01 | 24.63K |
| Q2 2020 | share | Increase | +1.02% | 277 shares | 918K | $161.2 | 27.33K |
| Q1 2020 | share | Increase | 0.00% | 27.05K shares | 3.56M | $128.95 | 27.05K |