APRIO WEALTH MANAGEMENT, LLC – Vanguard Small Cap Index Fund Transaction History
APRIO WEALTH MANAGEMENT, LLC portfolio value:
$265,000
portfolio value
APRIO WEALTH MANAGEMENT, LLC quarter portfolio value change:
-2.95%
quarter
Vanguard Small Cap Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -15.98% | -295 shares | -60K | $170.91 | 1.55K |
| Q2 2022 | share | 0.00% | 0 shares | -67K | $176.11 | 1.84K | |
| Q1 2022 | share | Decrease | -6.01% | -118 shares | -52K | $212.52 | 1.84K |
| Q4 2021 | share | Decrease | -1.11% | -22 shares | 10K | $226.36 | 1.96K |
| Q3 2021 | share | Increase | +0.71% | 14 shares | -10K | $218.67 | 1.98K |
| Q2 2021 | share | Increase | 0.00% | 1.97K shares | 444K | $224.69 | 1.97K |