MARIETTA WEALTH MANAGEMENT, LLC – Vanguard Value Index Fund Transaction History
MARIETTA WEALTH MANAGEMENT, LLC portfolio value:
$294,000
portfolio value
MARIETTA 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 | 0.00% | 0 shares | -20K | $123.48 | 2.38K | |
| Q2 2022 | share | 0.00% | 0 shares | -38K | $131.88 | 2.38K | |
| Q1 2022 | share | Decrease | -6.30% | -160 shares | -22K | $147.78 | 2.38K |
| Q4 2021 | share | Increase | +2.09% | 52 shares | 37K | $147.05 | 2.54K |
| Q3 2021 | share | Increase | +0.53% | 13 shares | -3K | $135.37 | 2.48K |
| Q2 2021 | share | Increase | +0.53% | 13 shares | 16K | $136.66 | 2.47K |
| Q1 2021 | share | Increase | 0.00% | 2.46K shares | 324K | $129.99 | 2.46K |