SMALLWOOD WEALTH INVESTMENT MANAGEMENT, LLC – Vanguard Total Stock Market Index Fund Transaction History
SMALLWOOD WEALTH INVESTMENT MANAGEMENT, LLC portfolio value:
$5.61M
portfolio value
SMALLWOOD WEALTH INVESTMENT MANAGEMENT, LLC quarter portfolio value change:
-4.85%
quarter
Vanguard Total Stock Market Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +42.94% | 9.39K shares | 1.48M | $179.47 | 31.26K |
| Q2 2022 | share | Decrease | -0.71% | -157 shares | -890K | $188.62 | 21.87K |
| Q1 2022 | share | Decrease | -2.38% | -536 shares | -432K | $227.67 | 22.03K |
| Q4 2021 | share | Increase | 0.00% | 22.56K shares | 5.44M | $242.21 | 22.56K |