LEGACY WEALTH PLANNING, LLC – Vanguard Mid-Cap Value Index Fund Transaction History
LEGACY WEALTH PLANNING, LLC portfolio value:
$1.50M
portfolio value
LEGACY WEALTH PLANNING, LLC quarter portfolio value change:
-5.98%
quarter
Vanguard Mid-Cap Value Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -1.36% | -171 shares | -118K | $121.77 | 12.37K |
| Q2 2022 | share | Decrease | -0.34% | -43 shares | -260K | $129.52 | 12.55K |
| Q1 2022 | share | Increase | +8.92% | 1.03K shares | 147K | $149.67 | 12.59K |
| Q4 2021 | share | Increase | +6.71% | 727 shares | 225K | $150.11 | 11.56K |
| Q3 2021 | share | Increase | +0.19% | 21 shares | -6K | $139.61 | 10.83K |
| Q2 2021 | share | Increase | +2.65% | 279 shares | 98K | $139.93 | 10.81K |
| Q1 2021 | share | Increase | +6.05% | 601 shares | 239K | $133.67 | 10.53K |
| Q4 2020 | share | Increase | +3.71% | 355 shares | 211K | $117.42 | 9.93K |
| Q3 2020 | share | Decrease | -1.09% | -106 shares | 44K | $99.43 | 9.57K |
| Q2 2020 | share | Increase | +1.22% | 117 shares | 149K | $93.27 | 9.68K |
| Q1 2020 | share | Increase | +0.51% | 49 shares | -357K | $78.68 | 9.56K |
| Q4 2019 | share | Increase | 0.00% | 9.51K shares | 1.13M | $114.46 | 9.51K |