WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC – Vanguard Mid-Cap Value Index Fund Transaction History
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC portfolio value:
$339,000
portfolio value
WALLED LAKE PLANNING & WEALTH MANAGEMENT, 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 | -0.64% | -18 shares | -24K | $121.77 | 2.78K |
| Q2 2022 | share | Decrease | -1.89% | -54 shares | -64K | $129.52 | 2.79K |
| Q1 2022 | share | Increase | +0.07% | 2 shares | -2K | $149.67 | 2.85K |
| Q4 2021 | share | Increase | +0.32% | 9 shares | 32K | $150.11 | 2.85K |
| Q3 2021 | share | Decrease | -0.77% | -22 shares | -5K | $139.61 | 2.84K |
| Q2 2021 | share | Decrease | -0.76% | -22 shares | 13K | $139.93 | 2.86K |
| Q1 2021 | share | Decrease | -1.06% | -31 shares | 42K | $133.67 | 2.88K |
| Q4 2020 | share | Decrease | -1.65% | -49 shares | 46K | $117.42 | 2.91K |
| Q3 2020 | share | Decrease | -3.26% | -100 shares | 8K | $99.43 | 2.96K |
| Q2 2020 | share | Decrease | -3.58% | -114 shares | 34K | $93.27 | 3.06K |
| Q1 2020 | share | Decrease | -16.34% | -621 shares | -194K | $78.68 | 3.18K |
| Q4 2019 | share | Increase | 0.00% | 3.80K shares | 453K | $114.46 | 3.80K |