CASSADY SCHILLER WEALTH MANAGEMENT, LLC – Vanguard Mid-Cap Value Index Fund Transaction History
CASSADY SCHILLER WEALTH MANAGEMENT, LLC portfolio value:
$3.32M
portfolio value
CASSADY SCHILLER WEALTH MANAGEMENT, LLC quarter portfolio value change:
-5.98%
quarter
Vanguard Mid-Cap Value Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.14% | 37 shares | -207K | $121.77 | 27.33K |
| Q2 2022 | share | Decrease | -0.48% | -131 shares | -570K | $129.52 | 27.29K |
| Q1 2022 | share | Increase | +12.98% | 3.15K shares | 456K | $149.67 | 27.42K |
| Q4 2021 | share | Increase | 0.00% | 24.27K shares | 3.64M | $150.11 | 24.27K |