MARSHALL FINANCIAL GROUP INC /ADV – Vanguard 500 Index Fund Transaction History
MARSHALL FINANCIAL GROUP INC /ADV portfolio value:
$9.76M
portfolio value
MARSHALL FINANCIAL GROUP INC /ADV quarter portfolio value change:
-5.36%
quarter
Vanguard 500 Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +4.53% | 1.28K shares | -105K | $328.3 | 29.75K |
| Q2 2022 | share | Increase | +17.29% | 4.19K shares | -202K | $346.88 | 28.46K |
| Q1 2022 | share | Increase | +18.07% | 3.71K shares | 1.10M | $415.17 | 24.26K |
| Q4 2021 | share | Increase | +3.43% | 681 shares | 1.13M | $437.77 | 20.55K |
| Q3 2021 | share | Increase | +4.99% | 945 shares | 389K | $394.4 | 19.87K |
| Q2 2021 | share | Increase | +1.46% | 272 shares | 653K | $392.24 | 18.92K |
| Q1 2021 | share | Increase | +20.40% | 3.16K shares | 1.47M | $361.88 | 18.65K |
| Q4 2020 | share | Increase | +27.94% | 3.38K shares | 1.6M | $340.23 | 15.49K |
| Q3 2020 | share | Increase | +18.28% | 1.87K shares | 824K | $303.31 | 12.11K |
| Q2 2020 | share | Decrease | -4.87% | -524 shares | 353K | $278.24 | 10.23K |
| Q1 2020 | share | Increase | +80.10% | 4.78K shares | 781K | $231.3 | 10.76K |
| Q4 2019 | share | Increase | +27.45% | 1.28K shares | 490K | $287.62 | 5.97K |
| Q3 2019 | share | Increase | +6.54% | 288 shares | 93K | $263.78 | 4.68K |
| Q2 2019 | share | 0.00% | 0 shares | 43K | $259.21 | 4.40K | |
| Q1 2019 | share | Increase | +0.16% | 7 shares | 132K | $248.67 | 4.40K |
| Q4 2018 | share | Increase | 0.00% | 4.39K shares | 1.01M | $218.96 | 4.39K |