ELMWOOD WEALTH MANAGEMENT, INC. – Vanguard Small Cap Index Fund Transaction History
ELMWOOD WEALTH MANAGEMENT, INC. portfolio value:
$268,000
portfolio value
ELMWOOD WEALTH MANAGEMENT, INC. 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 | 0.00% | 0 shares | -8K | $170.91 | 1.56K | |
| Q2 2022 | share | Increase | +11.29% | 159 shares | -23K | $176.11 | 1.56K |
| Q1 2022 | share | 0.00% | 0 shares | -19K | $212.52 | 1.40K | |
| Q4 2021 | share | 0.00% | 0 shares | 1K | $226.36 | 1.40K | |
| Q2 2021 | share | 0.00% | 0 shares | 16K | $224.69 | 1.40K | |
| Q1 2021 | share | 0.00% | 0 shares | 96K | $213 | 1.40K | |
| Q3 2020 | share | 0.00% | 0 shares | 0 | $151.92 | 1.40K | |
| Q2 2020 | share | Decrease | -4.41% | -65 shares | -11.36K | $143.42 | 1.40K |
| Q1 2020 | share | Increase | +4.69% | 66 shares | -16.63K | $113.37 | 1.47K |
| Q4 2019 | share | 0.00% | 0 shares | 16K | $162.11 | 1.40K | |
| Q3 2019 | share | 0.00% | 0 shares | -4K | $149.81 | 1.40K | |
| Q2 2019 | share | 0.00% | 0 shares | 6K | $152.07 | 1.40K | |
| Q1 2019 | share | Decrease | -4.48% | -66 shares | 21K | $147.86 | 1.40K |
| Q4 2018 | share | 0.00% | 0 shares | -45.42K | $127.32 | 1.47K | |
| Q3 2018 | share | Increase | +0.07% | 1 shares | 10.17K | $155.93 | 1.47K |
| Q2 2018 | share | Decrease | -0.07% | -1 shares | 12.88K | $148.71 | 1.47K |
| Q1 2018 | share | Increase | 0.00% | 1.47K shares | 216.36K | $140.01 | 1.47K |