SUREVEST, LLC – Vanguard Large Cap Index Fund Transaction History
SUREVEST, LLC portfolio value:
$768,000
portfolio value
SUREVEST, LLC quarter portfolio value change:
-5.10%
quarter
Vanguard Large Cap Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.71% | 79 shares | -28K | $163.56 | 4.69K |
| Q2 2022 | share | Increase | +1.52% | 69 shares | -152K | $172.35 | 4.61K |
| Q1 2022 | share | Increase | +1.47% | 66 shares | -42K | $208.49 | 4.54K |
| Q4 2021 | share | Increase | +1.11% | 49 shares | 100K | $220.97 | 4.48K |
| Q3 2021 | share | Increase | +1.16% | 51 shares | 10K | $200.92 | 4.43K |
| Q2 2021 | share | Increase | 0.00% | 4.38K shares | 880K | $200.14 | 4.38K |