PRINCIPLE WEALTH PARTNERS LLC – Vanguard Small Cap Index Fund Transaction History
PRINCIPLE WEALTH PARTNERS LLC portfolio value:
$2.65M
portfolio value
PRINCIPLE WEALTH PARTNERS 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 | Decrease | -8.00% | -1.35K shares | -319K | $170.91 | 15.54K |
| Q2 2022 | share | Decrease | -40.66% | -11.57K shares | -3.07M | $176.11 | 16.89K |
| Q1 2022 | share | Increase | +16.02% | 3.93K shares | 504K | $212.52 | 28.47K |
| Q4 2021 | share | Increase | +31.97% | 5.94K shares | 1.48M | $226.36 | 24.54K |
| Q3 2021 | share | Increase | +33.07% | 4.62K shares | 919K | $218.67 | 18.59K |
| Q2 2021 | share | Increase | +22.31% | 2.54K shares | 702K | $224.69 | 13.97K |
| Q1 2021 | share | Increase | +56.56% | 4.12K shares | 1.02M | $213 | 11.42K |
| Q4 2020 | share | Increase | 0.00% | 7.29K shares | 1.42M | $193.18 | 7.29K |
| Q3 2020 | share | Decrease | -100.00% | -4.65K shares | -678K | $151.92 | 0 |
| Q2 2020 | share | Increase | +1.35% | 62 shares | 148K | $143.42 | 4.65K |
| Q1 2020 | share | Decrease | -89.01% | -37.19K shares | -6.39M | $113.37 | 4.59K |
| Q4 2019 | share | Increase | +3.95% | 1.58K shares | 736K | $162.11 | 41.79K |
| Q3 2019 | share | Increase | +8.80% | 3.25K shares | 398K | $149.81 | 40.20K |
| Q2 2019 | share | Increase | +23.80% | 7.10K shares | 1.22M | $152.07 | 36.95K |
| Q1 2019 | share | Increase | +5.42% | 1.53K shares | 824K | $147.86 | 29.84K |
| Q4 2018 | share | Increase | 0.00% | 28.31K shares | 3.73M | $127.32 | 28.31K |