STERLING FINANCIAL PLANNING, INC. – Vanguard Small Cap Value Index Fund Transaction History
STERLING FINANCIAL PLANNING, INC. portfolio value:
$1.87M
portfolio value
STERLING FINANCIAL PLANNING, INC. 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 | -7.93% | -1.12K shares | -252K | $143.4 | 13.06K |
Q2 2022 | share | Increase | +1.76% | 246 shares | -328K | $149.82 | 14.18K |
Q1 2022 | share | Increase | +4.11% | 550 shares | 58K | $175.94 | 13.94K |
Q4 2021 | share | Increase | +5.24% | 667 shares | 242K | $178.69 | 13.39K |
Q3 2021 | share | Increase | +1.67% | 209 shares | -20K | $169.26 | 12.72K |
Q2 2021 | share | Increase | +0.63% | 78 shares | 113K | $172.99 | 12.51K |
Q1 2021 | share | Increase | +23.07% | 2.33K shares | 623K | $164.36 | 12.43K |
Q4 2020 | share | Increase | 0.00% | 10.10K shares | 1.43M | $140.59 | 10.10K |