MARSHALL FINANCIAL GROUP LLC – Vanguard S&P 500 Value Index Fund Transaction History
MARSHALL FINANCIAL GROUP LLC portfolio value:
$431,000
portfolio value
MARSHALL FINANCIAL GROUP LLC quarter portfolio value change:
-6.56%
quarter
Vanguard S&P 500 Value Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -30K | $124.14 | 3.47K | |
| Q2 2022 | share | Increase | +0.35% | 12 shares | -61K | $132.86 | 3.47K |
| Q1 2022 | share | Increase | +0.23% | 8 shares | -1K | $150.7 | 3.46K |
| Q4 2021 | share | Increase | +0.55% | 19 shares | 40K | $151.41 | 3.45K |
| Q3 2021 | share | 0.00% | 0 shares | -7K | $140.64 | 3.43K | |
| Q2 2021 | share | Increase | +6.88% | 221 shares | 51K | $141.84 | 3.43K |
| Q1 2021 | share | 0.00% | 0 shares | 41K | $135.31 | 3.21K | |
| Q4 2020 | share | Increase | 0.00% | 3.21K shares | 398K | $121.95 | 3.21K |