IVC WEALTH ADVISORS LLC – Vanguard Mid-Cap Value Index Fund Transaction History
IVC WEALTH ADVISORS LLC portfolio value:
$1.65M
portfolio value
IVC WEALTH ADVISORS LLC quarter portfolio value change:
-5.98%
quarter
Vanguard Mid-Cap Value Index Fund 13F transactions
Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
---|---|---|---|---|---|---|---|
Q3 2022 | share | Increase | +9.48% | 1.17K shares | 48K | $121.77 | 13.59K |
Q2 2022 | share | Increase | +1.54% | 188 shares | -223K | $129.52 | 12.41K |
Q1 2022 | share | 0.00% | 0 shares | 0 | $149.67 | 11.00K | |
Q4 2021 | share | Increase | +19.47% | 1.79K shares | 369K | $150.11 | 11.00K |
Q3 2021 | share | Increase | +4.12% | 365 shares | 43K | $139.61 | 9.21K |
Q2 2021 | share | Increase | +30.69% | 2.07K shares | 330K | $139.93 | 8.84K |
Q1 2021 | share | Increase | +88.29% | 3.17K shares | 485K | $133.67 | 6.77K |
Q4 2020 | share | Increase | 0.00% | 3.59K shares | 428K | $117.42 | 3.59K |