CURI WEALTH MANAGEMENT, LLC – Vanguard Mid Cap Index Fund Transaction History
CURI WEALTH MANAGEMENT, LLC portfolio value:
$668,000
portfolio value
CURI WEALTH MANAGEMENT, 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 | Increase | +3889.89% | 3.46K shares | 651K | $187.98 | 3.55K |
| Q2 2022 | share | Increase | +1.14% | 1 shares | -4K | $196.97 | 89 |
| Q1 2022 | share | 0.00% | 0 shares | -1K | $237.84 | 88 | |
| Q4 2021 | share | Increase | 0.00% | 88 shares | 22K | $254.95 | 88 |
| Q1 2021 | share | Decrease | -100.00% | -302 shares | -62K | $220.14 | 0 |
| Q4 2020 | share | Increase | 0.00% | 302 shares | 62K | $205.06 | 302 |