MARKS GROUP WEALTH MANAGEMENT, INC – Vanguard Value Index Fund Transaction History
MARKS GROUP WEALTH MANAGEMENT, INC portfolio value:
$1.17M
portfolio value
MARKS GROUP WEALTH MANAGEMENT, INC quarter portfolio value change:
-6.37%
quarter
Vanguard Value Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +2.80% | 260 shares | -46K | $123.48 | 9.54K |
| Q2 2022 | share | Increase | +12.84% | 1.05K shares | 9K | $131.88 | 9.28K |
| Q1 2022 | share | Decrease | -3.25% | -276 shares | -35K | $147.78 | 8.22K |
| Q4 2021 | share | Decrease | -100.00% | -8.16K shares | -1.10M | $147.05 | 0 |
| Q3 2021 | share | Increase | +47.13% | 2.61K shares | 341K | $135.37 | 8.16K |
| Q2 2021 | share | 0.00% | 0 shares | 34K | $136.66 | 5.54K | |
| Q1 2021 | share | 0.00% | 0 shares | 69K | $129.99 | 5.54K | |
| Q4 2020 | share | Increase | +6.86% | 356 shares | 117K | $117 | 5.54K |
| Q3 2020 | share | 0.00% | 0 shares | 26K | $102.1 | 5.19K | |
| Q2 2020 | share | Increase | +1.74% | 89 shares | 61K | $96.62 | 5.19K |
| Q1 2020 | share | Decrease | -6.49% | -354 shares | -198K | $85.73 | 5.10K |
| Q4 2019 | share | Increase | 0.00% | 5.45K shares | 654K | $114.41 | 5.45K |