TAYLOR & MORGAN WEALTH MANAGEMENT, LLC – Vanguard Small Cap Value Index Fund Transaction History
TAYLOR & MORGAN WEALTH MANAGEMENT, LLC portfolio value:
$714,000
portfolio value
TAYLOR & MORGAN 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 | -26.35% | -1.78K shares | -299K | $143.4 | 4.98K |
Q2 2022 | share | Decrease | -3.85% | -271 shares | -224K | $149.82 | 6.76K |
Q1 2022 | share | Decrease | -5.61% | -418 shares | -96K | $175.94 | 7.03K |
Q4 2021 | share | Increase | 0.00% | 7.45K shares | 1.33M | $178.69 | 7.45K |