CASTLE WEALTH MANAGEMENT LLC – Vanguard S&P Mid-Cap 400 Index Fund Transaction History
CASTLE WEALTH MANAGEMENT LLC portfolio value:
$1.15M
portfolio value
CASTLE WEALTH MANAGEMENT LLC quarter portfolio value change:
-2.96%
quarter
Vanguard S&P Mid-Cap 400 Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +150.16% | 4.64K shares | 683K | $148.6 | 7.73K |
| Q2 2022 | share | Increase | 0.00% | 3.09K shares | 473K | $153.13 | 3.09K |