WELCH GROUP, LLC – Vanguard 500 Index Fund Transaction History
WELCH GROUP, LLC portfolio value:
$7.94M
portfolio value
WELCH 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 | +1.65% | 393 shares | -314K | $328.3 | 24.21K |
| Q2 2022 | share | Increase | +1.30% | 305 shares | -1.5M | $346.88 | 23.82K |
| Q1 2022 | share | Decrease | -18.59% | -5.36K shares | -2.84M | $415.17 | 23.51K |
| Q4 2021 | share | Increase | +19.65% | 4.74K shares | 3.08M | $437.77 | 28.88K |
| Q3 2021 | share | 0.00% | 0 shares | 21K | $394.4 | 24.14K | |
| Q2 2021 | share | 0.00% | 0 shares | 705K | $392.24 | 24.14K | |
| Q1 2021 | share | Increase | +4.52% | 1.04K shares | 857K | $361.88 | 24.14K |
| Q4 2020 | share | 0.00% | 0 shares | 832K | $340.23 | 23.09K | |
| Q3 2020 | share | 0.00% | 0 shares | 560K | $303.31 | 23.09K | |
| Q2 2020 | share | Increase | +1269.93% | 21.41K shares | 6.14M | $278.24 | 23.09K |
| Q1 2020 | share | Increase | 0.00% | 1.68K shares | 399K | $231.3 | 1.68K |