MARCUM WEALTH, LLC – Vanguard Real Estate Index Fund Transaction History
MARCUM WEALTH, LLC portfolio value:
$1.70M
portfolio value
MARCUM WEALTH, LLC quarter portfolio value change:
-12.01%
quarter
Vanguard Real Estate Index Fund 13F transactions
Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
---|---|---|---|---|---|---|---|
Q3 2022 | share | Increase | +20.62% | 3.62K shares | 98K | $80.17 | 21.22K |
Q2 2022 | share | Increase | +10.72% | 1.70K shares | -119K | $91.11 | 17.6K |
Q1 2022 | share | Increase | +7.76% | 1.14K shares | 12K | $108.37 | 15.89K |
Q4 2021 | share | Increase | +28.29% | 3.25K shares | 541K | $115.69 | 14.75K |
Q3 2021 | share | Decrease | -5.99% | -733 shares | -75K | $101.78 | 11.49K |
Q2 2021 | share | Decrease | -12.30% | -1.71K shares | -36K | $101.16 | 12.23K |
Q1 2021 | share | Increase | 0.00% | 13.94K shares | 1.28M | $90.64 | 13.94K |
Q4 2020 | share | Decrease | -5.21% | -876 shares | 26K | $83.32 | 15.94K |
Q3 2020 | share | Decrease | -4.56% | -804 shares | -56K | $76.25 | 16.82K |
Q2 2020 | share | Increase | +169.30% | 11.08K shares | 927K | $75.26 | 17.62K |
Q1 2020 | share | Increase | +7.88% | 478 shares | -106K | $66.29 | 6.54K |
Q4 2019 | share | Increase | 0.00% | 6.06K shares | 563K | $87.41 | 6.06K |