MARCUM WEALTH, LLC – Vanguard Small Cap Value Index Fund Transaction History
MARCUM WEALTH, LLC portfolio value:
$289,000
portfolio value
MARCUM WEALTH, LLC quarter portfolio value change:
-4.29%
quarter
Vanguard Small Cap Value Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -13K | $143.4 | 2.01K | |
| Q2 2022 | share | Decrease | -15.52% | -370 shares | -117K | $149.82 | 2.01K |
| Q1 2022 | share | Decrease | -5.40% | -136 shares | -32K | $175.94 | 2.38K |
| Q4 2021 | share | Decrease | -2.33% | -60 shares | 14K | $178.69 | 2.52K |
| Q3 2021 | share | Decrease | -12.57% | -371 shares | -75K | $169.26 | 2.58K |
| Q2 2021 | share | Increase | +1.41% | 41 shares | 30K | $172.99 | 2.95K |
| Q1 2021 | share | Increase | 0.00% | 2.91K shares | 482K | $164.36 | 2.91K |
| Q4 2020 | share | Decrease | -8.87% | -294 shares | 62K | $140.59 | 3.01K |
| Q3 2020 | share | 0.00% | 0 shares | 13K | $108.7 | 3.31K | |
| Q2 2020 | share | Increase | 0.00% | 3.31K shares | 354K | $104.46 | 3.31K |