MARIETTA WEALTH MANAGEMENT, LLC – Vanguard Large Cap Index Fund Transaction History
MARIETTA WEALTH MANAGEMENT, LLC portfolio value:
$3.54M
portfolio value
MARIETTA WEALTH MANAGEMENT, LLC quarter portfolio value change:
-5.10%
quarter
Vanguard Large Cap Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +4.20% | 873 shares | -39K | $163.56 | 21.64K |
| Q2 2022 | share | Increase | +4.96% | 981 shares | -547K | $172.35 | 20.76K |
| Q1 2022 | share | Increase | +7.25% | 1.33K shares | 48K | $208.49 | 19.78K |
| Q4 2021 | share | Decrease | -2.99% | -568 shares | 257K | $220.97 | 18.45K |
| Q3 2021 | share | Increase | +1.20% | 226 shares | 48K | $200.92 | 19.01K |
| Q2 2021 | share | Decrease | -0.10% | -18 shares | 287K | $200.14 | 18.79K |
| Q1 2021 | share | Increase | +6.25% | 1.10K shares | 375K | $184.16 | 18.81K |
| Q4 2020 | share | Decrease | -0.51% | -90 shares | 327K | $174.08 | 17.70K |
| Q3 2020 | share | Increase | 0.00% | 17.79K shares | 2.78M | $154.35 | 17.79K |