MARCUM WEALTH, LLC – Vanguard Total Stock Market Index Fund Transaction History
MARCUM WEALTH, LLC portfolio value:
$932,000
portfolio value
MARCUM WEALTH, LLC quarter portfolio value change:
-4.85%
quarter
Vanguard Total Stock Market Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -10.69% | -622 shares | -165K | $179.47 | 5.19K |
| Q2 2022 | share | Decrease | -0.48% | -28 shares | -234K | $188.62 | 5.81K |
| Q1 2022 | share | Increase | +2.35% | 134 shares | -48K | $227.67 | 5.84K |
| Q4 2021 | share | Increase | +42.10% | 1.69K shares | 487K | $242.21 | 5.71K |
| Q3 2021 | share | Decrease | -0.57% | -23 shares | -9K | $222.06 | 4.01K |
| Q2 2021 | share | Decrease | -9.55% | -427 shares | -23K | $222.12 | 4.04K |
| Q4 2020 | share | Decrease | -62.58% | -7.72K shares | -1.20M | $192.8 | 4.61K |
| Q3 2020 | share | Decrease | -10.77% | -1.49K shares | -63K | $168.02 | 12.34K |
| Q2 2020 | share | Increase | +253.92% | 9.92K shares | 1.66M | $153.8 | 13.83K |
| Q1 2020 | share | Increase | +6.92% | 253 shares | -94K | $126.1 | 3.90K |
| Q4 2019 | share | Increase | 0.00% | 3.65K shares | 598K | $159.31 | 3.65K |