PLANNING DIRECTIONS INC – Vanguard 500 Index Fund Transaction History
PLANNING DIRECTIONS INC portfolio value:
$866,000
portfolio value
PLANNING DIRECTIONS INC 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 | +13.07% | 305 shares | 57K | $328.3 | 2.63K |
| Q2 2022 | share | Decrease | -1.06% | -25 shares | -170K | $346.88 | 2.33K |
| Q1 2022 | share | Increase | +1.77% | 41 shares | -33K | $415.17 | 2.35K |
| Q4 2021 | share | Decrease | -0.47% | -11 shares | 93K | $437.77 | 2.31K |
| Q3 2021 | share | Increase | +0.30% | 7 shares | 5K | $394.4 | 2.32K |
| Q2 2021 | share | Decrease | -4.01% | -97 shares | 33K | $392.24 | 2.32K |
| Q1 2021 | share | Decrease | -0.04% | -1 shares | 49K | $361.88 | 2.41K |
| Q4 2020 | share | Decrease | -6.09% | -157 shares | 39K | $340.23 | 2.42K |
| Q3 2020 | share | Decrease | -0.54% | -14 shares | 59K | $303.31 | 2.57K |
| Q2 2020 | share | Increase | 0.00% | 2.59K shares | 734K | $278.24 | 2.59K |
| Q1 2020 | share | Decrease | -100.00% | -2.45K shares | -727K | $231.3 | 0 |
| Q4 2019 | share | Increase | +0.86% | 21 shares | 63K | $287.62 | 2.45K |
| Q3 2019 | share | Decrease | -3.26% | -82 shares | -14K | $263.78 | 2.43K |
| Q2 2019 | share | Decrease | -2.17% | -56 shares | 10K | $259.21 | 2.51K |
| Q1 2019 | share | Increase | +10.04% | 235 shares | 130K | $248.67 | 2.57K |
| Q4 2018 | share | Decrease | -2.74% | -66 shares | -104K | $218.96 | 2.34K |
| Q3 2018 | share | Increase | +31.33% | 574 shares | 185K | $253.05 | 2.40K |
| Q2 2018 | share | Decrease | -7.71% | -153 shares | -24K | $235.36 | 1.83K |
| Q1 2018 | share | Increase | 0.00% | 1.98K shares | 481K | $227.29 | 1.98K |