MARCUM WEALTH, LLC – Vanguard Growth Index Fund Transaction History
MARCUM WEALTH, LLC portfolio value:
$5.65M
portfolio value
MARCUM WEALTH, LLC quarter portfolio value change:
-4.01%
quarter
Vanguard Growth Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -5.81% | -1.63K shares | -600K | $213.95 | 26.45K |
| Q2 2022 | share | Decrease | -1.60% | -457 shares | -1.94M | $222.89 | 28.08K |
| Q1 2022 | share | Increase | +0.29% | 83 shares | -924K | $287.6 | 28.53K |
| Q4 2021 | share | Decrease | -2.16% | -628 shares | 693K | $322.48 | 28.45K |
| Q3 2021 | share | Decrease | -4.36% | -1.32K shares | -283K | $290.17 | 29.08K |
| Q2 2021 | share | Decrease | -3.31% | -1.04K shares | 637K | $286.51 | 30.41K |
| Q1 2021 | share | Increase | 0.00% | 31.45K shares | 8.08M | $256.43 | 31.45K |
| Q4 2020 | share | Decrease | -12.30% | -4.47K shares | -198K | $252.36 | 31.89K |
| Q3 2020 | share | Decrease | -24.30% | -11.67K shares | -1.43M | $226.32 | 36.37K |
| Q2 2020 | share | Increase | +66.81% | 19.24K shares | 5.19M | $200.57 | 48.04K |
| Q1 2020 | share | Increase | +7.43% | 1.99K shares | -371K | $155.19 | 28.80K |
| Q4 2019 | share | Increase | 0.00% | 26.80K shares | 4.88M | $179.98 | 26.80K |