DOYLE WEALTH MANAGEMENT – Vanguard Small Cap Value Index Fund Transaction History
DOYLE WEALTH MANAGEMENT portfolio value:
$283,000
portfolio value
DOYLE WEALTH MANAGEMENT quarter portfolio value change:
-4.29%
quarter
Vanguard Small Cap Value Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.46% | 9 shares | -12K | $143.4 | 1.97K |
| Q2 2022 | share | Increase | +2.77% | 53 shares | -42K | $149.82 | 1.96K |
| Q1 2022 | share | Increase | +47.65% | 618 shares | 105K | $175.94 | 1.91K |
| Q4 2021 | share | Increase | +1.01% | 13 shares | 15K | $178.69 | 1.29K |
| Q3 2021 | share | Increase | 0.00% | 1.28K shares | 217K | $169.26 | 1.28K |
| Q1 2020 | share | Decrease | -100.00% | -1.46K shares | -201K | $86.35 | 0 |
| Q4 2019 | share | Increase | 0.00% | 1.46K shares | 201K | $132.8 | 1.46K |
| Q3 2019 | share | Decrease | -100.00% | -1.26K shares | -165K | $123.92 | 0 |
| Q2 2019 | share | Increase | 0.00% | 1.26K shares | 165K | $125.09 | 1.26K |
| Q1 2019 | share | Decrease | -100.00% | -1.32K shares | -151K | $122.65 | 0 |
| Q4 2018 | share | Increase | 0.00% | 1.32K shares | 151K | $108.17 | 1.32K |