TOTAL WEALTH PLANNING, LLC – Vanguard Mid-Cap Growth Index Fund Transaction History
TOTAL WEALTH PLANNING, LLC portfolio value:
$8.10M
portfolio value
TOTAL WEALTH PLANNING, LLC quarter portfolio value change:
-2.76%
quarter
Vanguard Mid-Cap Growth Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +15.34% | 6.32K shares | 879K | $170.54 | 47.52K |
| Q2 2022 | share | Increase | +7.03% | 2.70K shares | -1.35M | $175.38 | 41.20K |
| Q1 2022 | share | Increase | +93.98% | 18.65K shares | 5.74M | $222.81 | 38.49K |
| Q4 2021 | share | Decrease | -38.35% | -12.34K shares | -4.77M | $255.39 | 19.84K |
| Q3 2021 | share | Increase | +6.23% | 1.88K shares | 444K | $236.3 | 32.19K |
| Q2 2021 | share | Increase | +9.08% | 2.52K shares | 1.2M | $236.19 | 30.30K |
| Q1 2021 | share | Increase | +6.89% | 1.79K shares | 450K | $214.29 | 27.78K |
| Q4 2020 | share | Increase | +2.70% | 683 shares | 953K | $211.59 | 25.99K |
| Q3 2020 | share | Decrease | -6.62% | -1.79K shares | 85K | $179.46 | 25.30K |
| Q2 2020 | share | Increase | +6.64% | 1.68K shares | 1.25M | $164.21 | 27.10K |
| Q1 2020 | share | Increase | +40.14% | 7.28K shares | 341K | $125.78 | 25.41K |
| Q4 2019 | share | Decrease | -3.25% | -610 shares | 103K | $157.33 | 18.13K |
| Q3 2019 | share | Decrease | -2.74% | -528 shares | -102K | $146.35 | 18.74K |
| Q2 2019 | share | Decrease | -2.89% | -573 shares | 45K | $147.24 | 19.27K |
| Q1 2019 | share | Decrease | -1.69% | -342 shares | 417K | $140.53 | 19.84K |
| Q4 2018 | share | Increase | 0.00% | 20.18K shares | 2.41M | $117.63 | 20.18K |