COPELAND CAPITAL MANAGEMENT, LLC – Vanguard 500 Index Fund Transaction History
COPELAND CAPITAL MANAGEMENT, LLC portfolio value:
$79,000
portfolio value
COPELAND CAPITAL 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 | 0.00% | 0 shares | -4K | $328.3 | 240 | |
| Q2 2022 | share | Increase | +1500.00% | 225 shares | 77K | $346.88 | 240 |
| Q1 2022 | share | Increase | 0.00% | 15 shares | 6K | $415.17 | 15 |