WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC – Vanguard Mid Cap Index Fund Transaction History
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC portfolio value:
$249,000
portfolio value
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC quarter portfolio value change:
-4.56%
quarter
Vanguard Mid Cap Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +4.50% | 57 shares | -1K | $187.98 | 1.32K |
| Q2 2022 | share | Increase | +16.22% | 177 shares | -9K | $196.97 | 1.26K |
| Q1 2022 | share | Decrease | -33.72% | -555 shares | -160K | $237.84 | 1.09K |
| Q4 2021 | share | Increase | +193.93% | 1.08K shares | 286K | $254.95 | 1.64K |
| Q3 2021 | share | Increase | +29.33% | 127 shares | 30K | $236.76 | 560 |
| Q2 2021 | share | Increase | +8.79% | 35 shares | 15K | $236.75 | 433 |
| Q1 2021 | share | Increase | +20.24% | 67 shares | 20K | $220.14 | 398 |
| Q4 2020 | share | Increase | +36.78% | 89 shares | 25K | $205.06 | 331 |
| Q3 2020 | share | Increase | +43.20% | 73 shares | 15K | $174.01 | 242 |
| Q2 2020 | share | Increase | 0.00% | 169 shares | 28K | $161.2 | 169 |