MCKINLEY CARTER WEALTH SERVICES, INC. – Vanguard 500 Index Fund Transaction History
MCKINLEY CARTER WEALTH SERVICES, INC. portfolio value:
$430,000
portfolio value
MCKINLEY CARTER WEALTH SERVICES, 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 | Increase | +22.87% | 244 shares | 60K | $328.3 | 1.31K |
| Q2 2022 | share | Decrease | -14.02% | -174 shares | -145K | $346.88 | 1.06K |
| Q1 2022 | share | Decrease | -61.28% | -1.96K shares | -884K | $415.17 | 1.24K |
| Q4 2021 | share | Increase | +106.51% | 1.65K shares | 787K | $437.77 | 3.20K |
| Q3 2021 | share | Decrease | -7.89% | -133 shares | -51K | $394.4 | 1.55K |
| Q2 2021 | share | Decrease | -16.67% | -337 shares | -74K | $392.24 | 1.68K |
| Q1 2021 | share | Decrease | -14.83% | -352 shares | -79K | $361.88 | 2.02K |
| Q4 2020 | share | Increase | 0.00% | 2.37K shares | 816K | $340.23 | 2.37K |
| Q1 2020 | share | Decrease | -100.00% | -712 shares | -211K | $231.3 | 0 |
| Q4 2019 | share | Increase | 0.00% | 712 shares | 211K | $287.62 | 712 |
| Q2 2018 | share | Decrease | -100.00% | -642 shares | -155K | $235.36 | 0 |
| Q1 2018 | share | Increase | 0.00% | 642 shares | 155K | $227.29 | 642 |