DESTINATION WEALTH MANAGEMENT – Vanguard 500 Index Fund Transaction History
DESTINATION WEALTH MANAGEMENT portfolio value:
$1.60M
portfolio value
DESTINATION WEALTH MANAGEMENT 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 | +4.38% | 205 shares | -20K | $328.3 | 4.88K |
| Q2 2022 | share | Increase | +21.83% | 839 shares | 29K | $346.88 | 4.68K |
| Q1 2022 | share | Decrease | -10.92% | -471 shares | -288K | $415.17 | 3.84K |
| Q4 2021 | share | Increase | +4.40% | 182 shares | 253K | $437.77 | 4.31K |
| Q3 2021 | share | Increase | +5.79% | 226 shares | 93K | $394.4 | 4.13K |
| Q2 2021 | share | Decrease | -13.28% | -598 shares | -104K | $392.24 | 3.90K |
| Q1 2021 | share | Decrease | -8.19% | -402 shares | -45K | $361.88 | 4.50K |
| Q4 2020 | share | Decrease | -8.59% | -461 shares | 35K | $340.23 | 4.90K |
| Q3 2020 | share | Decrease | -12.79% | -787 shares | -93K | $303.31 | 5.36K |
| Q2 2020 | share | Decrease | -25.02% | -2.05K shares | -200K | $278.24 | 6.15K |
| Q1 2020 | share | Decrease | -8.29% | -742 shares | -703K | $231.3 | 8.20K |
| Q4 2019 | share | Increase | +0.91% | 81 shares | 229K | $287.62 | 8.94K |
| Q3 2019 | share | Decrease | -35.79% | -4.94K shares | -1.29M | $263.78 | 8.86K |
| Q2 2019 | share | Increase | +8.72% | 1.10K shares | 420K | $259.21 | 13.81K |
| Q1 2019 | share | Decrease | -12.66% | -1.84K shares | -45K | $248.67 | 12.70K |
| Q4 2018 | share | Decrease | -7.25% | -1.13K shares | -846K | $218.96 | 14.54K |
| Q3 2018 | share | Decrease | -18.65% | -3.59K shares | -621K | $253.05 | 15.68K |
| Q2 2018 | share | Decrease | -8.41% | -1.77K shares | -286K | $235.36 | 19.27K |
| Q1 2018 | share | Decrease | -19.97% | -5.25K shares | -1.35M | $227.29 | 21.04K |
| Q4 2017 | share | Decrease | -7.60% | -2.16K shares | -117K | $229.29 | 26.29K |
| Q3 2017 | share | Decrease | -16.84% | -5.76K shares | -1.03M | $214.67 | 28.45K |
| Q2 2017 | share | Decrease | -10.55% | -4.03K shares | -677K | $205.52 | 34.21K |
| Q1 2017 | share | Decrease | -14.74% | -6.61K shares | -936K | $199.34 | 38.25K |
| Q4 2016 | share | Decrease | -18.70% | -10.32K shares | -1.75M | $188.29 | 44.87K |
| Q3 2016 | share | Decrease | -1.72% | -968 shares | 172K | $181.09 | 55.19K |
| Q2 2016 | share | Decrease | -77.75% | -196.27K shares | -36.39M | $174.38 | 56.16K |
| Q1 2016 | share | 0.00% | 0 shares | 0 | $170.23 | 252.43K |