ENCOMPASS WEALTH ADVISORS, LLC – Vanguard Mid Cap Index Fund Transaction History
ENCOMPASS WEALTH ADVISORS, LLC portfolio value:
$1.82M
portfolio value
ENCOMPASS WEALTH ADVISORS, LLC quarter portfolio value change:
-4.56%
quarter
Vanguard Mid Cap Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -15.27% | -1.74K shares | -432K | $187.98 | 9.70K |
| Q2 2022 | share | Decrease | -43.71% | -8.89K shares | -2.58M | $196.97 | 11.45K |
| Q1 2022 | share | Increase | +17.84% | 3.08K shares | 441K | $237.84 | 20.35K |
| Q4 2021 | share | Increase | +5.47% | 896 shares | 523K | $254.95 | 17.27K |
| Q3 2021 | share | Decrease | -1.56% | -260 shares | -71K | $236.76 | 16.37K |
| Q2 2021 | share | Increase | +2.62% | 424 shares | 209K | $236.75 | 16.63K |
| Q1 2021 | share | Increase | +99.13% | 8.07K shares | 2.05M | $220.14 | 16.21K |
| Q4 2020 | share | Increase | 0.00% | 8.14K shares | 1.68M | $205.06 | 8.14K |