SMALLWOOD WEALTH INVESTMENT MANAGEMENT, LLC – Vanguard Mid-Cap Value Index Fund Transaction History
SMALLWOOD WEALTH INVESTMENT MANAGEMENT, LLC portfolio value:
$4.80M
portfolio value
SMALLWOOD WEALTH INVESTMENT 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 | +5.16% | 1.93K shares | -55K | $121.77 | 39.46K |
| Q2 2022 | share | Increase | +2.30% | 845 shares | -630K | $129.52 | 37.53K |
| Q1 2022 | share | Increase | +2.29% | 820 shares | 99K | $149.67 | 36.68K |
| Q4 2021 | share | Increase | 0.00% | 35.86K shares | 5.39M | $150.11 | 35.86K |