MERIDIAN WEALTH PARTNERS, LLC – Vanguard Small Cap Index Fund Transaction History
MERIDIAN WEALTH PARTNERS, LLC portfolio value:
$931,000
portfolio value
MERIDIAN WEALTH PARTNERS, 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 | -0.60% | -33 shares | -34K | $170.91 | 5.44K |
| Q2 2022 | share | Increase | +2.05% | 110 shares | -176K | $176.11 | 5.48K |
| Q1 2022 | share | Increase | +2.58% | 135 shares | -42K | $212.52 | 5.37K |
| Q4 2021 | share | Increase | +3.23% | 164 shares | 74K | $226.36 | 5.23K |
| Q3 2021 | share | Increase | +2.01% | 100 shares | -11K | $218.67 | 5.07K |
| Q2 2021 | share | Increase | +4.70% | 223 shares | 103K | $224.69 | 4.97K |
| Q1 2021 | share | Decrease | -2.55% | -124 shares | 68K | $213 | 4.74K |
| Q4 2020 | share | Increase | +7.36% | 334 shares | 251K | $193.18 | 4.87K |
| Q3 2020 | share | Increase | +34.22% | 1.15K shares | 205K | $151.92 | 4.53K |
| Q2 2020 | share | Increase | +13.08% | 391 shares | 148K | $143.42 | 3.38K |
| Q1 2020 | share | Increase | +400.00% | 2.39K shares | 246K | $113.37 | 2.99K |
| Q4 2019 | share | Increase | 0.00% | 598 shares | 99K | $162.11 | 598 |