WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC – Vanguard Total Stock Market Index Fund Transaction History
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC portfolio value:
$655,000
portfolio value
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC quarter portfolio value change:
-4.85%
quarter
Vanguard Total Stock Market Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -9.54% | -385 shares | -107K | $179.47 | 3.65K |
| Q2 2022 | share | Increase | +12.99% | 464 shares | -51K | $188.62 | 4.03K |
| Q1 2022 | share | Increase | +0.31% | 11 shares | -47K | $227.67 | 3.57K |
| Q4 2021 | share | Increase | 0.00% | 3.56K shares | 860K | $242.21 | 3.56K |