BSW WEALTH PARTNERS – Vanguard 500 Index Fund Transaction History
BSW WEALTH PARTNERS portfolio value:
$2.17M
portfolio value
BSW WEALTH PARTNERS 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 | Decrease | -0.23% | -15 shares | -128K | $328.3 | 6.62K |
| Q2 2022 | share | Decrease | -4.78% | -333 shares | -592K | $346.88 | 6.63K |
| Q1 2022 | share | Decrease | -0.11% | -8 shares | -152K | $415.17 | 6.97K |
| Q4 2021 | share | Increase | +0.72% | 50 shares | 314K | $437.77 | 6.97K |
| Q3 2021 | share | Decrease | -4.03% | -291 shares | -109K | $394.4 | 6.92K |
| Q2 2021 | share | Decrease | -1.12% | -82 shares | 181K | $392.24 | 7.21K |
| Q1 2021 | share | Decrease | -39.27% | -4.72K shares | -1.47M | $361.88 | 7.30K |
| Q4 2020 | share | Decrease | -0.84% | -102 shares | 402K | $340.23 | 12.02K |
| Q3 2020 | share | Increase | +6.30% | 719 shares | 497K | $303.31 | 12.12K |
| Q2 2020 | share | Decrease | -29.53% | -4.78K shares | -600K | $278.24 | 11.40K |
| Q1 2020 | share | Decrease | -2.96% | -493 shares | -1.1M | $231.3 | 16.18K |
| Q4 2019 | share | Increase | +0.29% | 49 shares | 400K | $287.62 | 16.67K |
| Q3 2019 | share | Decrease | -0.96% | -161 shares | 14K | $263.78 | 16.62K |
| Q2 2019 | share | Increase | +0.60% | 100 shares | 187K | $259.21 | 16.79K |
| Q1 2019 | share | Decrease | -3.48% | -602 shares | 358K | $248.67 | 16.69K |
| Q4 2018 | share | Increase | 0.00% | 17.29K shares | 3.97M | $218.96 | 17.29K |