BUCKINGHAM STRATEGIC WEALTH, LLC – Vanguard 500 Index Fund Transaction History
BUCKINGHAM STRATEGIC WEALTH, LLC portfolio value:
$11.74M
portfolio value
BUCKINGHAM STRATEGIC WEALTH, 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 | +2.71% | 945 shares | -337K | $328.3 | 35.77K |
| Q2 2022 | share | Increase | +21.68% | 6.20K shares | 198K | $346.88 | 34.83K |
| Q1 2022 | share | Increase | +86.77% | 13.29K shares | 5.19M | $415.17 | 28.62K |
| Q4 2021 | share | Decrease | -0.12% | -18 shares | 639K | $437.77 | 15.32K |
| Q3 2021 | share | Decrease | -1.42% | -221 shares | -73K | $394.4 | 15.34K |
| Q2 2021 | share | Increase | +10.70% | 1.50K shares | 1.00M | $392.24 | 15.56K |
| Q1 2021 | share | Increase | +7.55% | 987 shares | 629K | $361.88 | 14.06K |
| Q4 2020 | share | Increase | +28.91% | 2.93K shares | 1.37M | $340.23 | 13.07K |
| Q3 2020 | share | Increase | 0.00% | 10.14K shares | 3.12M | $303.31 | 10.14K |
| Q2 2020 | share | Decrease | -17.08% | -1.95K shares | -20K | $278.24 | 9.48K |
| Q1 2020 | share | Increase | +154.76% | 6.94K shares | 1.38M | $231.3 | 11.43K |
| Q4 2019 | share | Increase | +23.77% | 862 shares | 339K | $287.62 | 4.48K |
| Q3 2019 | share | Increase | +70.60% | 1.50K shares | 417K | $263.78 | 3.62K |
| Q2 2019 | share | Increase | +12.85% | 242 shares | 83K | $259.21 | 2.12K |
| Q1 2019 | share | Decrease | -44.56% | -1.51K shares | -292K | $248.67 | 1.88K |
| Q4 2018 | share | Increase | +262.26% | 2.46K shares | 530K | $218.96 | 3.39K |
| Q3 2018 | share | Decrease | -35.27% | -511 shares | -110K | $253.05 | 938 |
| Q2 2018 | share | Increase | 0.00% | 1.44K shares | 361K | $235.36 | 1.44K |
| Q1 2018 | share | Decrease | -100.00% | -1.09K shares | -268K | $227.29 | 0 |
| Q4 2017 | share | Increase | 0.00% | 1.09K shares | 268K | $229.29 | 1.09K |