MARCUM WEALTH, LLC – Vanguard Long-Term Bond Fund Transaction History
MARCUM WEALTH, LLC portfolio value:
$916,000
portfolio value
MARCUM WEALTH, LLC quarter portfolio value change:
-9.75%
quarter
Vanguard Long-Term Bond Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -5.68% | -767 shares | -160K | $71.95 | 12.73K |
| Q2 2022 | share | Decrease | -2.34% | -323 shares | -191K | $79.72 | 13.49K |
| Q1 2022 | share | Increase | +0.94% | 129 shares | -142K | $91.69 | 13.82K |
| Q4 2021 | share | Increase | +7.44% | 948 shares | 105K | $102.89 | 13.69K |
| Q3 2021 | share | Decrease | -0.59% | -75 shares | -17K | $101.62 | 12.74K |
| Q2 2021 | share | Increase | +0.87% | 111 shares | 74K | $101.59 | 12.82K |
| Q1 2021 | share | Increase | 0.00% | 12.70K shares | 1.24M | $95.75 | 12.70K |
| Q4 2020 | share | Decrease | -1.77% | -184 shares | -43K | $106.46 | 10.21K |
| Q3 2020 | share | Decrease | -18.40% | -2.34K shares | -260K | $104.82 | 10.40K |
| Q2 2020 | share | Increase | +0.78% | 99 shares | 73K | $103.91 | 12.74K |
| Q1 2020 | share | Increase | +10.88% | 1.24K shares | 205K | $97.98 | 12.65K |
| Q4 2019 | share | Increase | 0.00% | 11.40K shares | 1.14M | $91.66 | 11.40K |