9258 WEALTH MANAGEMENT, LLC – Vanguard Mid-Cap Value Index Fund Transaction History
9258 WEALTH MANAGEMENT, LLC portfolio value:
$1.08M
portfolio value
9258 WEALTH MANAGEMENT, LLC quarter portfolio value change:
-5.98%
quarter
Vanguard Mid-Cap Value Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -5.03% | -471 shares | -130K | $121.77 | 8.89K |
| Q2 2022 | share | Decrease | -0.16% | -15 shares | -191K | $129.52 | 9.37K |
| Q1 2022 | share | Decrease | -5.66% | -563 shares | -90K | $149.67 | 9.38K |
| Q4 2021 | share | Increase | +68.84% | 4.05K shares | 672K | $150.11 | 9.94K |
| Q3 2021 | share | Increase | +2.65% | 152 shares | 17K | $139.61 | 5.89K |
| Q2 2021 | share | Increase | +0.09% | 5 shares | 33K | $139.93 | 5.74K |
| Q1 2021 | share | Increase | +10.91% | 564 shares | 158K | $133.67 | 5.73K |
| Q4 2020 | share | 0.00% | 0 shares | 88K | $117.42 | 5.17K | |
| Q3 2020 | share | Decrease | -8.82% | -500 shares | -16K | $99.43 | 5.17K |
| Q2 2020 | share | 0.00% | 0 shares | 30K | $93.27 | 5.67K | |
| Q1 2020 | share | Decrease | -13.70% | -900 shares | -270K | $78.68 | 5.67K |
| Q4 2019 | share | Increase | 0.00% | 6.57K shares | 783K | $114.46 | 6.57K |