TOTAL WEALTH PLANNING, LLC – Vanguard Small Cap Growth Index Fund Transaction History
TOTAL WEALTH PLANNING, LLC portfolio value:
$8.27M
portfolio value
TOTAL WEALTH PLANNING, LLC quarter portfolio value change:
-0.96%
quarter
Vanguard Small Cap Growth Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +13.84% | 5.15K shares | 935K | $195.13 | 42.40K |
| Q2 2022 | share | Increase | +8.68% | 2.97K shares | -1.16M | $197.03 | 37.24K |
| Q1 2022 | share | Increase | +48.06% | 11.12K shares | 4.34M | $248.13 | 34.27K |
| Q4 2021 | share | Decrease | -15.06% | -4.10K shares | -3.47M | $282.51 | 23.14K |
| Q3 2021 | share | Increase | +5.97% | 1.53K shares | 182K | $280.16 | 27.25K |
| Q2 2021 | share | Increase | +6.30% | 1.52K shares | 808K | $289.64 | 25.71K |
| Q1 2021 | share | Increase | +1.54% | 368 shares | 267K | $274.22 | 24.19K |
| Q4 2020 | share | Decrease | -7.84% | -2.02K shares | 821K | $267.05 | 23.82K |
| Q3 2020 | share | Decrease | -9.52% | -2.71K shares | -146K | $214.05 | 25.84K |
| Q2 2020 | share | Increase | +2.80% | 778 shares | 1.52M | $198.5 | 28.56K |
| Q1 2020 | share | Increase | +17.84% | 4.20K shares | -509K | $149.37 | 27.79K |
| Q4 2019 | share | Decrease | -0.39% | -92 shares | 376K | $197.19 | 23.58K |
| Q3 2019 | share | Increase | +0.83% | 194 shares | -62K | $180.25 | 23.67K |
| Q2 2019 | share | Increase | +1.45% | 335 shares | 212K | $184.17 | 23.48K |
| Q1 2019 | share | Increase | +0.14% | 32 shares | 679K | $177.52 | 23.14K |
| Q4 2018 | share | Increase | 0.00% | 23.11K shares | 3.48M | $148.55 | 23.11K |