CASSADY SCHILLER WEALTH MANAGEMENT, LLC – Vanguard Small Cap Value Index Fund Transaction History
CASSADY SCHILLER WEALTH MANAGEMENT, LLC portfolio value:
$1.73M
portfolio value
CASSADY SCHILLER WEALTH MANAGEMENT, LLC quarter portfolio value change:
-4.29%
quarter
Vanguard Small Cap Value Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -1.32% | -162 shares | -102K | $143.4 | 12.12K |
| Q2 2022 | share | Decrease | -0.84% | -104 shares | -340K | $149.82 | 12.29K |
| Q1 2022 | share | Increase | +1.27% | 156 shares | -8K | $175.94 | 12.39K |
| Q4 2021 | share | Increase | 0.00% | 12.23K shares | 2.18M | $178.69 | 12.23K |