TRADITION WEALTH MANAGEMENT, LLC – Vanguard Growth Index Fund Transaction History
TRADITION WEALTH MANAGEMENT, LLC portfolio value:
$2.22M
portfolio value
TRADITION WEALTH MANAGEMENT, LLC quarter portfolio value change:
-4.01%
quarter
Vanguard Growth Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -5.73% | -633 shares | -234K | $213.95 | 10.41K |
| Q2 2022 | share | Decrease | -0.07% | -8 shares | -718K | $222.89 | 11.05K |
| Q1 2022 | share | Increase | +1.12% | 122 shares | -329K | $287.6 | 11.06K |
| Q4 2021 | share | Increase | +0.09% | 10 shares | 339K | $322.48 | 10.93K |
| Q3 2021 | share | Decrease | -0.08% | -9 shares | 34K | $290.17 | 10.92K |
| Q2 2021 | share | Increase | +0.05% | 6 shares | 327K | $286.51 | 10.93K |
| Q1 2021 | share | Increase | +1.92% | 206 shares | 93K | $256.43 | 10.93K |
| Q4 2020 | share | Increase | 0.00% | 10.72K shares | 2.71M | $252.36 | 10.72K |