MARCUM WEALTH, LLC – Vanguard Small Cap Index Fund Transaction History
MARCUM WEALTH, LLC portfolio value:
$40.25M
portfolio value
MARCUM WEALTH, LLC quarter portfolio value change:
-2.95%
quarter
Vanguard Small Cap Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +17.44% | 34.98K shares | 4.93M | $170.91 | 235.55K |
| Q2 2022 | share | Increase | +0.15% | 306 shares | -7.23M | $176.11 | 200.57K |
| Q1 2022 | share | Increase | +13.04% | 23.10K shares | 2.52M | $212.52 | 200.26K |
| Q4 2021 | share | Decrease | -0.29% | -510 shares | 1.18M | $226.36 | 177.15K |
| Q3 2021 | share | Decrease | -1.65% | -2.98K shares | -1.84M | $218.67 | 177.66K |
| Q2 2021 | share | Decrease | -2.02% | -3.71K shares | 1.22M | $224.69 | 180.65K |
| Q1 2021 | share | Increase | 0.00% | 184.36K shares | 39.46M | $213 | 184.36K |
| Q4 2020 | share | Decrease | -0.51% | -993 shares | 7.83M | $193.18 | 195.36K |
| Q3 2020 | share | Decrease | -11.35% | -25.13K shares | -2.07M | $151.92 | 196.35K |
| Q2 2020 | share | Increase | +59.85% | 82.92K shares | 16.28M | $143.42 | 221.48K |
| Q1 2020 | share | Increase | +1733.03% | 131K shares | 14.74M | $113.37 | 138.55K |
| Q4 2019 | share | Increase | 0.00% | 7.55K shares | 1.25M | $162.11 | 7.55K |