CASSADY SCHILLER WEALTH MANAGEMENT, LLC – Vanguard Value Index Fund Transaction History
CASSADY SCHILLER WEALTH MANAGEMENT, LLC portfolio value:
$18.88M
portfolio value
CASSADY SCHILLER 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 | Increase | +11.36% | 15.60K shares | 773K | $123.48 | 152.96K |
| Q2 2022 | share | Increase | +39.46% | 38.86K shares | 3.55M | $131.88 | 137.36K |
| Q1 2022 | share | Increase | +17.74% | 14.84K shares | 2.25M | $147.78 | 98.49K |
| Q4 2021 | share | Increase | 0.00% | 83.65K shares | 12.30M | $147.05 | 83.65K |