HB WEALTH MANAGEMENT, LLC – Vanguard Small Cap Value Index Fund Transaction History
HB WEALTH MANAGEMENT, LLC portfolio value:
$5.85M
portfolio value
HB 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 | -13.43% | -6.33K shares | -1.21M | $143.4 | 40.84K |
Q2 2022 | share | Decrease | -0.99% | -474 shares | -1.31M | $149.82 | 47.18K |
Q1 2022 | share | Increase | +65.67% | 18.89K shares | 3.24M | $175.94 | 47.65K |
Q4 2021 | share | Increase | 0.00% | 28.76K shares | 5.14M | $178.69 | 28.76K |