TOTAL WEALTH PLANNING, LLC – Vanguard Small Cap Index Fund Transaction History
TOTAL WEALTH PLANNING, LLC portfolio value:
$436,000
portfolio value
TOTAL WEALTH PLANNING, 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 | -32.15% | -1.20K shares | -226K | $170.91 | 2.54K |
| Q2 2022 | share | Increase | +9.47% | 325 shares | -67K | $176.11 | 3.75K |
| Q1 2022 | share | Increase | 0.00% | 3.43K shares | 729K | $212.52 | 3.43K |