MARCUM WEALTH, LLC – Vanguard Intermediate-Term Bond Index Fund Transaction History
MARCUM WEALTH, LLC portfolio value:
$970,000
portfolio value
MARCUM WEALTH, LLC quarter portfolio value change:
-5.37%
quarter
Vanguard Intermediate-Term Bond Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -6.74% | -954 shares | -129K | $73.48 | 13.20K |
| Q2 2022 | share | Decrease | -0.80% | -114 shares | -70K | $77.65 | 14.15K |
| Q1 2022 | share | Increase | +1.00% | 141 shares | -69K | $81.9 | 14.27K |
| Q4 2021 | share | Increase | +0.32% | 45 shares | -22K | $87.71 | 14.13K |
| Q3 2021 | share | Decrease | -0.94% | -134 shares | -19K | $89.02 | 14.08K |
| Q2 2021 | share | Decrease | -2.95% | -432 shares | -21K | $89.12 | 14.21K |
| Q1 2021 | share | Increase | 0.00% | 14.65K shares | 1.3M | $87.16 | 14.65K |
| Q4 2020 | share | Decrease | -5.83% | -830 shares | -86K | $90.92 | 13.40K |
| Q3 2020 | share | Decrease | -17.22% | -2.96K shares | -272K | $90.28 | 14.23K |
| Q2 2020 | share | Increase | +13.88% | 2.09K shares | 253K | $89.51 | 17.19K |
| Q1 2020 | share | Increase | +10.72% | 1.46K shares | 160K | $85.27 | 15.09K |
| Q4 2019 | share | Increase | 0.00% | 13.63K shares | 1.18M | $82.9 | 13.63K |