TRADITION WEALTH MANAGEMENT, LLC – Vanguard Mega Cap Index Fund Transaction History
TRADITION WEALTH MANAGEMENT, LLC portfolio value:
$3.72M
portfolio value
TRADITION WEALTH MANAGEMENT, LLC quarter portfolio value change:
-5.30%
quarter
Vanguard Mega Cap Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.27% | 81 shares | -198K | $124.82 | 29.80K |
| Q2 2022 | share | Increase | +2.23% | 649 shares | -706K | $131.81 | 29.72K |
| Q1 2022 | share | Decrease | -1.08% | -317 shares | -316K | $159.04 | 29.07K |
| Q4 2021 | share | Decrease | -1.48% | -443 shares | 394K | $168.71 | 29.39K |
| Q3 2021 | share | Increase | +6.21% | 1.74K shares | 267K | $152.39 | 29.83K |
| Q2 2021 | share | Increase | +3.99% | 1.07K shares | 491K | $151.84 | 28.09K |
| Q1 2021 | share | Increase | +91.57% | 12.91K shares | 1.90M | $139.34 | 27.01K |
| Q4 2020 | share | Increase | 0.00% | 14.1K shares | 1.88M | $132.19 | 14.1K |