LUMATURE WEALTH PARTNERS, LLC – Vanguard Small Cap Value Index Fund Transaction History
LUMATURE WEALTH PARTNERS, LLC portfolio value:
$214,000
portfolio value
LUMATURE WEALTH PARTNERS, 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 | -9.04% | -148 shares | -31K | $143.4 | 1.48K |
Q2 2022 | share | Decrease | -10.69% | -196 shares | -78K | $149.82 | 1.63K |
Q1 2022 | share | Decrease | -12.17% | -254 shares | -50K | $175.94 | 1.83K |
Q4 2021 | share | Decrease | -1.65% | -35 shares | 14K | $178.69 | 2.08K |
Q3 2021 | share | Decrease | -2.79% | -61 shares | -20K | $169.26 | 2.12K |
Q2 2021 | share | Decrease | -9.12% | -219 shares | -19K | $172.99 | 2.18K |
Q1 2021 | share | Decrease | -8.04% | -210 shares | 27K | $164.36 | 2.40K |
Q4 2020 | share | Increase | 0.00% | 2.61K shares | 371K | $140.59 | 2.61K |