MARCUM WEALTH, LLC – Vanguard Mid-Cap Growth Index Fund Transaction History
MARCUM WEALTH, LLC portfolio value:
$1.56M
portfolio value
MARCUM WEALTH, LLC quarter portfolio value change:
-2.76%
quarter
Vanguard Mid-Cap Growth Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +11.86% | 970 shares | 125K | $170.54 | 9.14K |
| Q2 2022 | share | Decrease | -2.36% | -198 shares | -431K | $175.38 | 8.17K |
| Q1 2022 | share | Decrease | -4.00% | -349 shares | -356K | $222.81 | 8.37K |
| Q4 2021 | share | Decrease | -8.58% | -819 shares | -33K | $255.39 | 8.72K |
| Q3 2021 | share | Decrease | -7.07% | -726 shares | -173K | $236.3 | 9.54K |
| Q2 2021 | share | Decrease | -15.14% | -1.83K shares | -169K | $236.19 | 10.27K |
| Q1 2021 | share | Increase | 0.00% | 12.10K shares | 2.59M | $214.29 | 12.10K |
| Q4 2020 | share | Decrease | -18.82% | -3.07K shares | -130K | $211.59 | 13.26K |
| Q3 2020 | share | Decrease | -1.47% | -244 shares | 206K | $179.46 | 16.33K |
| Q2 2020 | share | Increase | 0.00% | 16.58K shares | 2.73M | $164.21 | 16.58K |