HIGHMARK WEALTH MANAGEMENT LLC – Vanguard Small Cap Value Index Fund Transaction History
HIGHMARK WEALTH MANAGEMENT LLC portfolio value:
$17,000
portfolio value
HIGHMARK WEALTH MANAGEMENT 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 | Increase | +20.79% | 21 shares | 2K | $143.4 | 122 |
Q1 2022 | share | 0.00% | 0 shares | 0 | $175.94 | 90 | |
Q3 2021 | share | Increase | +44.64% | 25 shares | 4K | $169.26 | 81 |
Q2 2021 | share | Increase | 0.00% | 56 shares | 10K | $172.99 | 56 |