NAVIS WEALTH ADVISORS, LLC – Vanguard Mid-Cap Value Index Fund Transaction History
NAVIS WEALTH ADVISORS, LLC portfolio value:
$244,000
portfolio value
NAVIS WEALTH ADVISORS, LLC quarter portfolio value change:
-5.98%
quarter
Vanguard Mid-Cap Value Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -15K | $121.77 | 2K | |
| Q2 2022 | share | 0.00% | 0 shares | -40K | $129.52 | 2K | |
| Q1 2022 | share | 0.00% | 0 shares | -2K | $149.67 | 2K | |
| Q4 2021 | share | 0.00% | 0 shares | 22K | $150.11 | 2K | |
| Q3 2021 | share | 0.00% | 0 shares | -2K | $139.61 | 2K | |
| Q2 2021 | share | 0.00% | 0 shares | 11K | $139.93 | 2K | |
| Q1 2021 | share | 0.00% | 0 shares | 32K | $133.67 | 2K | |
| Q4 2020 | share | Increase | 0.00% | 2K shares | 238K | $117.42 | 2K |