LEGACY WEALTH PLANNING, LLC – Vanguard Small Cap Value Index Fund Transaction History
LEGACY WEALTH PLANNING, LLC portfolio value:
$1.58M
portfolio value
LEGACY WEALTH PLANNING, 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 | +837.07% | 9.84K shares | -94K | $143.4 | 11.02K |
| Q2 2022 | share | Decrease | -89.67% | -10.20K shares | -329K | $149.82 | 1.17K |
| Q1 2022 | share | Increase | +11.45% | 1.17K shares | 176K | $175.94 | 11.38K |
| Q4 2021 | share | Increase | +7.39% | 703 shares | 217K | $178.69 | 10.21K |
| Q3 2021 | share | Increase | +0.23% | 22 shares | -38K | $169.26 | 9.51K |
| Q2 2021 | share | Increase | +2.38% | 221 shares | 113K | $172.99 | 9.49K |
| Q1 2021 | share | Decrease | -1.14% | -107 shares | 202K | $164.36 | 9.26K |
| Q4 2020 | share | Increase | +3.25% | 295 shares | 328K | $140.59 | 9.37K |
| Q3 2020 | share | Decrease | -1.19% | -109 shares | 22K | $108.7 | 9.08K |
| Q2 2020 | share | Increase | +1.32% | 120 shares | 178K | $104.46 | 9.19K |
| Q1 2020 | share | Increase | +3.55% | 311 shares | -396K | $86.35 | 9.07K |
| Q4 2019 | share | Increase | 0.00% | 8.75K shares | 1.20M | $132.8 | 8.75K |