Rocket


News + Filings
Holdings

Marcum Wealth, LLC > VEA

DateNameTickerSharesChangeValueChangePrice
09/30/2023VANGUARD TAX-MANAGED FUNDSVEA1,149,76462,75850,267,692,00069,733,000$43,720.01
06/30/2023VANGUARD TAX-MANAGED FUNDSVEA1,087,006-117,91950,197,959,00050,154,148,000$46,180.02
09/30/2022VANGUARD TAX-MANAGED FUNDSVEA1,204,92591,49943,811,000-1,617,000$36.36
06/30/2022VANGUARD TAX-MANAGED FUNDSVEA1,113,4261,46145,428,000-7,980,000$40.80
03/31/2022VANGUARD TAX-MANAGED FUNDSVEA1,111,965155,97853,408,0004,595,000$48.03
12/31/2021VANGUARD TAX-MANAGED FUNDSVEA955,98795,12748,813,0005,348,000$51.06
09/30/2021VANGUARD TAX-MANAGED FUNDSVEA860,86057,06243,465,0002,053,000$50.49
06/30/2021VANGUARD TAX-MANAGED FUNDSVEA803,79871,03741,412,0005,426,000$51.52
03/31/2021VANGUARD TAX-MANAGED FUNDSVEA732,76167,23635,986,0004,567,000$49.11
12/31/2020VANGUARD TAX-MANAGED FUNDSVEA665,525138,22731,419,0009,853,000$47.21
09/30/2020VANGUARD TAX-MANAGED FUNDSVEA527,29850,24721,566,0003,061,000$40.90
06/30/2020VANGUARD TAX-MANAGED FUNDSVEA477,05183,16618,505,0005,373,000$38.79
03/31/2020VANGUARD TAX-MANAGED FUNDSVEA393,885-422,05913,132,000-22,818,000$33.34
12/31/2019VANGUARD TAX-MANAGED FUNDSVEA815,944815,94435,950,00035,950,000$44.06
<< Prev     Next >>

Rocket Data Systems, Inc. © 2019 | Contact Us | Data Disclaimer | Terms of Use | Privacy