SELECTIVE WEALTH MANAGEMENT, INC. – Vanguard Small Cap Value Index Fund Transaction History
SELECTIVE WEALTH MANAGEMENT, INC. portfolio value:
$377,000
portfolio value
SELECTIVE WEALTH MANAGEMENT, INC. 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 | +0.54% | 14 shares | -15K | $143.4 | 2.63K |
| Q2 2022 | share | Increase | +0.50% | 13 shares | -66K | $149.82 | 2.61K |
| Q1 2022 | share | Decrease | -0.31% | -8 shares | -9K | $175.94 | 2.60K |
| Q4 2021 | share | Increase | +0.66% | 17 shares | 28K | $178.69 | 2.61K |
| Q3 2021 | share | Increase | +0.39% | 10 shares | -10K | $169.26 | 2.59K |
| Q2 2021 | share | Decrease | -11.96% | -351 shares | -37K | $172.99 | 2.58K |
| Q1 2021 | share | Decrease | -14.26% | -488 shares | -1K | $164.36 | 2.93K |
| Q4 2020 | share | Increase | +1.00% | 34 shares | 112K | $140.59 | 3.42K |
| Q3 2020 | share | Increase | +0.39% | 13 shares | 14K | $108.7 | 3.38K |
| Q2 2020 | share | Increase | +10.00% | 307 shares | 88K | $104.46 | 3.37K |
| Q1 2020 | share | Increase | +0.43% | 13 shares | -146K | $86.35 | 3.06K |
| Q4 2019 | share | Decrease | -20.19% | -773 shares | -74K | $132.8 | 3.05K |
| Q3 2019 | share | Decrease | -24.51% | -1.24K shares | -169K | $123.92 | 3.82K |
| Q2 2019 | share | Increase | 0.00% | 5.07K shares | 662K | $125.09 | 5.07K |