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