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Marcum Wealth, LLC > VO

DateNameTickerSharesChangeValueChangePrice
09/30/2023VANGUARD INDEX FDS MID CAPVO16,822-2623,503,075,000-258,204,000$208,243.67
06/30/2023VANGUARD INDEX FDS MID CAPVO17,0841,5023,761,279,0003,758,350,000$220,163.84
09/30/2022VANGUARD INDEX FDS MID CAPVO15,582-2452,929,000-188,000$187.97
06/30/2022VANGUARD INDEX FDS MID CAPVO15,8271863,117,000-603,000$196.94
03/31/2022VANGUARD INDEX FDS MID CAPVO15,641-7093,720,000-446,000$237.84
12/31/2021VANGUARD INDEX FDS MID CAPVO16,350-5324,166,000169,000$254.80
09/30/2021VANGUARD INDEX FDS MID CAPVO16,8829,0343,997,0002,134,000$236.76
06/30/2021VANGUARD INDEX FDS MID CAPVO7,848-4561,863,00025,000$237.39
03/31/2021VANGUARD INDEX FDS MID CAPVO8,304-6141,838,000-6,000$221.34
12/31/2020VANGUARD INDEX FDS MID CAPVO8,918-1,4061,844,00024,000$206.77
09/30/2020VANGUARD INDEX FDS MID CAPVO10,324-2,4481,820,000-274,000$176.29
06/30/2020VANGUARD INDEX FDS MID CAPVO12,7729,6142,094,0001,678,000$163.95
03/31/2020VANGUARD INDEX FDS MID CAPVO3,158430416,000-70,000$131.73
12/31/2019VANGUARD INDEX FDS MID CAPVO2,7282,728486,000486,000$178.15
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