MARSHALL FINANCIAL GROUP LLC – Vanguard Financials Index Fund Transaction History
MARSHALL FINANCIAL GROUP LLC portfolio value:
$297,000
portfolio value
MARSHALL FINANCIAL GROUP LLC quarter portfolio value change:
-3.56%
quarter
Vanguard Financials Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -8.13% | -353 shares | -38K | $74.44 | 3.98K |
| Q2 2022 | share | Increase | +14.18% | 539 shares | -20K | $77.19 | 4.34K |
| Q1 2022 | share | Increase | +0.16% | 6 shares | -11K | $93.39 | 3.80K |
| Q4 2021 | share | Decrease | -10.16% | -429 shares | -25K | $96.67 | 3.79K |
| Q3 2021 | share | 0.00% | 0 shares | 9K | $92.65 | 4.22K | |
| Q2 2021 | share | Decrease | -12.85% | -623 shares | -28K | $89.93 | 4.22K |
| Q1 2021 | share | Decrease | -1.66% | -82 shares | 51K | $83.67 | 4.84K |
| Q4 2020 | share | Increase | 0.00% | 4.92K shares | 359K | $71.81 | 4.92K |