PDS PLANNING, INC – Vanguard 500 Index Fund Transaction History
PDS PLANNING, INC portfolio value:
$969,000
portfolio value
PDS PLANNING, 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 | Decrease | -16.57% | -586 shares | -258K | $328.3 | 2.95K |
| Q2 2022 | share | Decrease | -0.65% | -23 shares | -251K | $346.88 | 3.53K |
| Q1 2022 | share | Increase | +45.42% | 1.11K shares | 409K | $415.17 | 3.56K |
| Q4 2021 | share | Increase | +1.75% | 42 shares | 120K | $437.77 | 2.44K |
| Q3 2021 | share | Increase | +6.04% | 137 shares | 56K | $394.4 | 2.40K |
| Q2 2021 | share | Decrease | -9.75% | -245 shares | -23K | $392.24 | 2.26K |
| Q1 2021 | share | Increase | +4.36% | 105 shares | 88K | $361.88 | 2.51K |
| Q4 2020 | share | Increase | +25.60% | 491 shares | 238K | $340.23 | 2.40K |
| Q3 2020 | share | Increase | +43.13% | 578 shares | 210K | $303.31 | 1.91K |
| Q2 2020 | share | Increase | 0.00% | 1.34K shares | 380K | $278.24 | 1.34K |