ZUCKERMAN INVESTMENT GROUP, LLC – Vanguard 500 Index Fund Transaction History
ZUCKERMAN INVESTMENT GROUP, LLC portfolio value:
$4.56M
portfolio value
ZUCKERMAN INVESTMENT GROUP, LLC 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 | +4.09% | 546 shares | -69K | $328.3 | 13.90K |
| Q2 2022 | share | Increase | +1.81% | 237 shares | -814K | $346.88 | 13.36K |
| Q1 2022 | share | Increase | +6.60% | 813 shares | 74K | $415.17 | 13.12K |
| Q4 2021 | share | Increase | +1.60% | 194 shares | 596K | $437.77 | 12.31K |
| Q3 2021 | share | Increase | +0.31% | 37 shares | 25K | $394.4 | 12.11K |
| Q2 2021 | share | Increase | +66.53% | 4.82K shares | 2.11M | $392.24 | 12.08K |
| Q1 2021 | share | Increase | +271.43% | 5.30K shares | 1.97M | $361.88 | 7.25K |
| Q4 2020 | share | Increase | +60.87% | 739 shares | 298K | $340.23 | 1.95K |
| Q3 2020 | share | Increase | +12.62% | 136 shares | 67K | $303.31 | 1.21K |
| Q2 2020 | share | Increase | 0.00% | 1.07K shares | 306K | $278.24 | 1.07K |