MARCUM WEALTH, LLC – Vanguard Mid Cap Index Fund Transaction History
MARCUM WEALTH, LLC portfolio value:
$2.92M
portfolio value
MARCUM WEALTH, LLC quarter portfolio value change:
-4.56%
quarter
Vanguard Mid Cap Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -1.55% | -245 shares | -188K | $187.98 | 15.58K |
| Q2 2022 | share | Increase | +1.19% | 186 shares | -603K | $196.97 | 15.82K |
| Q1 2022 | share | Decrease | -4.34% | -709 shares | -446K | $237.84 | 15.64K |
| Q4 2021 | share | Decrease | -3.15% | -532 shares | 169K | $254.95 | 16.35K |
| Q3 2021 | share | Increase | +115.11% | 9.03K shares | 2.13M | $236.76 | 16.88K |
| Q2 2021 | share | Decrease | -5.49% | -456 shares | 25K | $236.75 | 7.84K |
| Q1 2021 | share | Increase | 0.00% | 8.30K shares | 1.83M | $220.14 | 8.30K |
| Q4 2020 | share | Decrease | -13.62% | -1.40K shares | 24K | $205.06 | 8.91K |
| Q3 2020 | share | Decrease | -19.17% | -2.44K shares | -274K | $174.01 | 10.32K |
| Q2 2020 | share | Increase | +304.43% | 9.61K shares | 1.67M | $161.2 | 12.77K |
| Q1 2020 | share | Increase | +15.76% | 430 shares | -70K | $128.95 | 3.15K |
| Q4 2019 | share | Increase | 0.00% | 2.72K shares | 486K | $173.69 | 2.72K |