SOURCE FINANCIAL ADVISORS LLC – Vanguard S&P Mid-Cap 400 Index Fund Transaction History
SOURCE FINANCIAL ADVISORS LLC portfolio value:
$895,000
portfolio value
SOURCE FINANCIAL ADVISORS LLC quarter portfolio value change:
-2.96%
quarter
Vanguard S&P Mid-Cap 400 Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -23.91% | -1.89K shares | -317K | $148.6 | 6.02K |
| Q2 2022 | share | Increase | +0.48% | 38 shares | -220K | $153.13 | 7.91K |
| Q1 2022 | share | Increase | +55.97% | 2.82K shares | 465K | $181.81 | 7.87K |
| Q4 2021 | share | Increase | +8.44% | 393 shares | 137K | $191.28 | 5.05K |
| Q3 2021 | share | Increase | +1.81% | 83 shares | -3K | $178.13 | 4.65K |
| Q2 2021 | share | Decrease | -10.01% | -509 shares | -64K | $181.35 | 4.57K |
| Q1 2021 | share | Increase | +12.43% | 562 shares | 194K | $175.39 | 5.08K |
| Q4 2020 | share | Increase | 0.00% | 4.52K shares | 703K | $154.33 | 4.52K |