FORVIS WEALTH ADVISORS, LLC – Vanguard Large Cap Index Fund Transaction History
FORVIS WEALTH ADVISORS, LLC portfolio value:
$786,000
portfolio value
FORVIS WEALTH ADVISORS, LLC quarter portfolio value change:
-5.10%
quarter
Vanguard Large Cap Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +3.22% | 150 shares | -16K | $163.56 | 4.80K |
| Q2 2022 | share | Increase | +7.36% | 319 shares | -102K | $172.35 | 4.65K |
| Q1 2022 | share | 0.00% | 0 shares | -54K | $208.49 | 4.33K | |
| Q4 2021 | share | 0.00% | 0 shares | 87K | $220.97 | 4.33K | |
| Q3 2021 | share | Decrease | -1.37% | -60 shares | -11K | $200.92 | 4.33K |
| Q2 2021 | share | 0.00% | 0 shares | 68K | $200.14 | 4.39K | |
| Q1 2021 | share | 0.00% | 0 shares | 42K | $184.16 | 4.39K | |
| Q4 2020 | share | 0.00% | 0 shares | 84K | $174.08 | 4.39K | |
| Q3 2020 | share | Decrease | -9.16% | -443 shares | -4K | $154.35 | 4.39K |
| Q2 2020 | share | Decrease | -1.25% | -61 shares | 112K | $140.53 | 4.83K |
| Q1 2020 | share | Decrease | -0.79% | -39 shares | -150K | $115.87 | 4.89K |
| Q4 2019 | share | 0.00% | 0 shares | 57K | $143.88 | 4.93K | |
| Q3 2019 | share | Decrease | -0.20% | -10 shares | 6K | $132 | 4.93K |
| Q2 2019 | share | 0.00% | 0 shares | 25K | $129.91 | 4.94K | |
| Q1 2019 | share | Increase | +9.98% | 449 shares | 125K | $124.61 | 4.94K |
| Q4 2018 | share | 0.00% | 0 shares | -84K | $109.63 | 4.49K | |
| Q3 2018 | share | 0.00% | 0 shares | 40K | $126.65 | 4.49K | |
| Q2 2018 | share | 0.00% | 0 shares | 16K | $117.78 | 4.49K | |
| Q1 2018 | share | Increase | +3.90% | 169 shares | 14K | $113.92 | 4.49K |
| Q4 2017 | share | Increase | +23.19% | 815 shares | 125K | $114.71 | 4.33K |
| Q3 2017 | share | 0.00% | 0 shares | 16K | $107.48 | 3.51K | |
| Q2 2017 | share | 0.00% | 0 shares | 10K | $102.88 | 3.51K | |
| Q1 2017 | share | 0.00% | 0 shares | 20K | $99.74 | 3.51K | |
| Q4 2016 | share | 0.00% | 0 shares | 11K | $94.02 | 3.51K | |
| Q3 2016 | share | 0.00% | 0 shares | 12K | $90.56 | 3.51K | |
| Q2 2016 | share | 0.00% | 0 shares | 7K | $87.04 | 3.51K | |
| Q1 2016 | share | 0.00% | 0 shares | 1K | $84.99 | 3.51K |