ENCOMPASS WEALTH ADVISORS, LLC – Vanguard Small Cap Index Fund Transaction History
ENCOMPASS WEALTH ADVISORS, LLC portfolio value:
$1.56M
portfolio value
ENCOMPASS WEALTH ADVISORS, LLC quarter portfolio value change:
-2.95%
quarter
Vanguard Small Cap Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -15.37% | -1.66K shares | -341K | $170.91 | 9.16K |
| Q2 2022 | share | Decrease | -47.87% | -9.94K shares | -2.50M | $176.11 | 10.83K |
| Q1 2022 | share | Increase | +18.47% | 3.23K shares | 452K | $212.52 | 20.77K |
| Q4 2021 | share | Increase | +4.68% | 784 shares | 301K | $226.36 | 17.53K |
| Q3 2021 | share | Decrease | -0.20% | -34 shares | -119K | $218.67 | 16.75K |
| Q2 2021 | share | Increase | +2.23% | 366 shares | 148K | $224.69 | 16.78K |
| Q1 2021 | share | Increase | +117.34% | 8.86K shares | 2.16M | $213 | 16.41K |
| Q4 2020 | share | Increase | 0.00% | 7.55K shares | 1.47M | $193.18 | 7.55K |