AVANTAX PLANNING PARTNERS, INC. – Vanguard 500 Index Fund Transaction History
AVANTAX PLANNING PARTNERS, INC. portfolio value:
$670,000
portfolio value
AVANTAX PLANNING PARTNERS, 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 | -14.10% | -335 shares | -154K | $328.3 | 2.04K |
| Q2 2022 | share | Increase | +5.88% | 132 shares | -108K | $346.88 | 2.37K |
| Q1 2022 | share | Decrease | -21.73% | -623 shares | -320K | $415.17 | 2.24K |
| Q4 2021 | share | Increase | +13.59% | 343 shares | 256K | $437.77 | 2.86K |
| Q3 2021 | share | Increase | +1.28% | 32 shares | 15K | $394.4 | 2.52K |
| Q2 2021 | share | Increase | +86.81% | 1.15K shares | 495K | $392.24 | 2.49K |
| Q1 2021 | share | Increase | +0.83% | 11 shares | 31K | $361.88 | 1.33K |
| Q4 2020 | share | Increase | 0.00% | 1.32K shares | 455K | $340.23 | 1.32K |
| Q4 2018 | share | Increase | +45.67% | 727 shares | 108K | $218.96 | 2.31K |
| Q3 2018 | share | Increase | +3.04% | 47 shares | 39K | $253.05 | 1.59K |
| Q2 2018 | share | Decrease | -14.55% | -263 shares | -52K | $235.36 | 1.54K |
| Q1 2018 | share | Increase | +0.06% | 1 shares | -5K | $227.29 | 1.80K |
| Q4 2017 | share | Decrease | -67.11% | -3.68K shares | -825K | $229.29 | 1.80K |
| Q3 2017 | share | Increase | +13.68% | 661 shares | 195K | $214.67 | 5.49K |
| Q2 2017 | share | Increase | +6.22% | 283 shares | 89K | $205.52 | 4.83K |
| Q1 2017 | share | Increase | +15.48% | 610 shares | 175K | $199.34 | 4.55K |
| Q4 2016 | share | Increase | 0.00% | 3.94K shares | 809K | $188.29 | 3.94K |