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RKL Wealth Management LLC
> VOT
Date | Name | Ticker | Shares | Change | Value | Change | Price |
06/30/2023 | VANGUARD INDEX FUNDS | VOT | 1,034 | 1,034 | 212,756,000 | 212,756,000 | $205,760.15 |
09/30/2022 | VANGUARD INDEX FUNDS | VOT | 0 | -1,773 | 0 | -311,000 | |
06/30/2022 | VANGUARD INDEX FUNDS | VOT | 1,773 | 1 | 311,000 | -84,000 | $175.41 |
03/31/2022 | VANGUARD INDEX FUNDS | VOT | 1,772 | 1 | 395,000 | -56,000 | $222.91 |
12/31/2021 | VANGUARD INDEX FUNDS | VOT | 1,771 | -34 | 451,000 | 24,000 | $254.66 |
09/30/2021 | VANGUARD INDEX FUNDS | VOT | 1,805 | 0 | 427,000 | 0 | $236.57 |
06/30/2021 | VANGUARD INDEX FUNDS | VOT | 1,805 | -156 | 427,000 | 6,000 | $236.57 |
03/31/2021 | VANGUARD INDEX FUNDS | VOT | 1,961 | 0 | 421,000 | 5,000 | $214.69 |
12/31/2020 | VANGUARD INDEX FUNDS | VOT | 1,961 | -92 | 416,000 | 46,000 | $212.14 |
09/30/2020 | VANGUARD INDEX FUNDS | VOT | 2,053 | -26 | 370,000 | 27,000 | $180.22 |
06/30/2020 | VANGUARD INDEX FUNDS | VOT | 2,079 | 0 | 343,000 | 80,000 | $164.98 |
03/31/2020 | VANGUARD INDEX FUNDS | VOT | 2,079 | -148 | 263,000 | -91,000 | $126.50 |
12/31/2019 | VANGUARD INDEX FUNDS | VOT | 2,227 | -264 | 354,000 | -14,000 | $158.96 |
09/30/2019 | VANGUARD INDEX FUNDS | VOT | 2,491 | -757 | 368,000 | -117,000 | $147.73 |
06/30/2019 | VANGUARD INDEX FUNDS | VOT | 3,248 | -529 | 485,000 | -53,000 | $149.32 |
03/31/2019 | VANGUARD INDEX FUNDS | VOT | 3,777 | 0 | 538,000 | 87,000 | $142.44 |
12/31/2018 | VANGUARD INDEX FUNDS | VOT | 3,777 | -531 | 451,000 | -163,000 | $119.41 |
09/30/2018 | VANGUARD INDEX FUNDS | VOT | 4,308 | -403 | 614,000 | -21,000 | $142.53 |
06/30/2018 | VANGUARD INDEX FUNDS | VOT | 4,711 | -48 | 635,000 | 19,000 | $134.79 |
03/31/2018 | VANGUARD INDEX FUNDS | VOT | 4,759 | -1,082 | 616,000 | -132,000 | $129.44 |
12/31/2017 | VANGUARD INDEX FUNDS | VOT | 5,841 | -424 | 748,000 | -16,000 | $128.06 |
09/30/2017 | VANGUARD INDEX FUNDS | VOT | 6,265 | -486 | 764,000 | -32,000 | $121.95 |
06/30/2017 | VANGUARD INDEX FUNDS | VOT | 6,751 | 6,751 | 796,000 | 796,000 | $117.91 |
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