TREVIAN WEALTH MANAGEMENT LLC – Vanguard Value Index Fund Transaction History
TREVIAN WEALTH MANAGEMENT LLC portfolio value:
$247,000
portfolio value
TREVIAN WEALTH MANAGEMENT LLC quarter portfolio value change:
-6.37%
quarter
Vanguard 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 | -17K | $123.48 | 2.00K | |
| Q2 2022 | share | Increase | +28.15% | 440 shares | 34K | $131.88 | 2.00K |
| Q1 2022 | share | Increase | 0.00% | 1.56K shares | 230K | $147.78 | 1.56K |