INSTITUTE FOR WEALTH MANAGEMENT, LLC. – Vanguard 500 Index Fund Transaction History
INSTITUTE FOR WEALTH MANAGEMENT, LLC. portfolio value:
$697,000
portfolio value
INSTITUTE FOR WEALTH MANAGEMENT, 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 | +2.51% | 52 shares | -21K | $328.3 | 2.12K |
| Q2 2022 | share | Decrease | -77.66% | -7.20K shares | -3.13M | $346.88 | 2.07K |
| Q1 2022 | share | Increase | +354.51% | 7.23K shares | 2.95M | $415.17 | 9.27K |
| Q4 2021 | share | Decrease | -18.98% | -478 shares | -102K | $437.77 | 2.04K |
| Q3 2021 | share | Decrease | -78.31% | -9.09K shares | -3.57M | $394.4 | 2.51K |
| Q2 2021 | share | Decrease | -1.99% | -236 shares | 253K | $392.24 | 11.61K |
| Q1 2021 | share | Increase | +4.92% | 555 shares | 435K | $361.88 | 11.84K |
| Q4 2020 | share | Decrease | -2.64% | -306 shares | 313K | $340.23 | 11.29K |
| Q3 2020 | share | Decrease | -8.94% | -1.13K shares | -42K | $303.31 | 11.59K |
| Q2 2020 | share | Decrease | -16.14% | -2.45K shares | 14K | $278.24 | 12.73K |
| Q1 2020 | share | Decrease | -28.97% | -6.19K shares | -2.72M | $231.3 | 15.18K |
| Q4 2019 | share | Decrease | -5.64% | -1.27K shares | 147K | $287.62 | 21.38K |
| Q3 2019 | share | Decrease | -26.34% | -8.10K shares | -2.10M | $263.78 | 22.65K |
| Q2 2019 | share | Decrease | -33.63% | -15.58K shares | -3.75M | $259.21 | 30.76K |
| Q1 2019 | share | Increase | 0.00% | 46.34K shares | 12.03M | $248.67 | 46.34K |
| Q4 2018 | share | Decrease | -100.00% | -42.54K shares | -11.34M | $218.96 | 0 |
| Q3 2018 | share | Decrease | -31.29% | -19.37K shares | -4.10M | $253.05 | 42.54K |
| Q2 2018 | share | Increase | +1.99% | 1.20K shares | 713K | $235.36 | 61.91K |
| Q1 2018 | share | Decrease | -24.67% | -19.88K shares | -5.63M | $227.29 | 60.70K |
| Q4 2017 | share | Increase | +53.67% | 28.14K shares | 8.27M | $229.29 | 80.59K |
| Q3 2017 | share | Increase | +20.16% | 8.79K shares | 2.40M | $214.67 | 52.44K |
| Q2 2017 | share | Increase | +175.09% | 27.78K shares | 6.72M | $205.52 | 43.64K |