TRADITION WEALTH MANAGEMENT, LLC – Vanguard Small Cap Value Index Fund Transaction History
TRADITION WEALTH MANAGEMENT, LLC portfolio value:
$10.44M
portfolio value
TRADITION WEALTH MANAGEMENT, LLC quarter portfolio value change:
-4.29%
quarter
Vanguard Small Cap Value Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -17.95% | -15.93K shares | -2.85M | $143.4 | 72.82K |
| Q2 2022 | share | Decrease | -0.08% | -74 shares | -2.33M | $149.82 | 88.75K |
| Q1 2022 | share | Increase | +1.23% | 1.07K shares | -66K | $175.94 | 88.82K |
| Q4 2021 | share | Increase | +3.97% | 3.34K shares | 1.40M | $178.69 | 87.75K |
| Q3 2021 | share | Increase | +1.34% | 1.12K shares | -177K | $169.26 | 84.40K |
| Q2 2021 | share | Increase | +6.50% | 5.08K shares | 1.51M | $172.99 | 83.28K |
| Q1 2021 | share | Increase | +7.72% | 5.60K shares | 2.62M | $164.36 | 78.20K |
| Q4 2020 | share | Increase | 0.00% | 72.59K shares | 10.32M | $140.59 | 72.59K |