MARIETTA WEALTH MANAGEMENT, LLC – Vanguard Small Cap Index Fund Transaction History
MARIETTA WEALTH MANAGEMENT, LLC portfolio value:
$8.64M
portfolio value
MARIETTA 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 | +9.94% | 4.57K shares | 542K | $170.91 | 50.56K |
| Q2 2022 | share | Increase | +4.22% | 1.86K shares | -1.27M | $176.11 | 45.99K |
| Q1 2022 | share | Increase | +10.45% | 4.17K shares | 348K | $212.52 | 44.13K |
| Q4 2021 | share | Increase | +21.61% | 7.1K shares | 1.84M | $226.36 | 39.95K |
| Q3 2021 | share | Increase | +9.37% | 2.81K shares | 418K | $218.67 | 32.85K |
| Q2 2021 | share | Increase | +6.52% | 1.83K shares | 730K | $224.69 | 30.04K |
| Q1 2021 | share | Increase | +1.45% | 403 shares | 625K | $213 | 28.20K |
| Q4 2020 | share | Increase | +2.97% | 803 shares | 1.26M | $193.18 | 27.79K |
| Q3 2020 | share | Decrease | -2.02% | -557 shares | 137K | $151.92 | 26.99K |
| Q2 2020 | share | Increase | +8.77% | 2.22K shares | 1.09M | $143.42 | 27.55K |
| Q1 2020 | share | Increase | 0.00% | 25.33K shares | 2.92M | $113.37 | 25.33K |