TREVIAN WEALTH MANAGEMENT LLC – Vanguard Small Cap Index Fund Transaction History
TREVIAN WEALTH MANAGEMENT LLC portfolio value:
$643,000
portfolio value
TREVIAN WEALTH MANAGEMENT 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 | Increase | +0.05% | 2 shares | -19K | $170.91 | 3.76K |
| Q2 2022 | share | Increase | +0.13% | 5 shares | -135K | $176.11 | 3.75K |
| Q1 2022 | share | Increase | +1.00% | 37 shares | -42K | $212.52 | 3.75K |
| Q4 2021 | share | Increase | 0.00% | 3.71K shares | 839K | $226.36 | 3.71K |