TRADITION WEALTH MANAGEMENT, LLC – Vanguard Mega Cap Value Index Fund Transaction History
TRADITION WEALTH MANAGEMENT, LLC portfolio value:
$1.48M
portfolio value
TRADITION WEALTH MANAGEMENT, LLC quarter portfolio value change:
-6.52%
quarter
Vanguard Mega Cap Value Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +5.00% | 786 shares | -27K | $89.91 | 16.50K |
| Q2 2022 | share | Increase | +6.46% | 953 shares | -73K | $96.18 | 15.71K |
| Q1 2022 | share | Increase | +2.61% | 375 shares | 47K | $107.32 | 14.76K |
| Q4 2021 | share | Increase | +197.31% | 9.54K shares | 1.06M | $106.82 | 14.38K |
| Q3 2021 | share | Increase | +16.07% | 670 shares | 58K | $97.85 | 4.83K |
| Q2 2021 | share | Increase | +45.26% | 1.29K shares | 142K | $99 | 4.16K |
| Q1 2021 | share | Increase | 0.00% | 2.87K shares | 273K | $94.09 | 2.87K |