SEQUOIA FINANCIAL ADVISORS, LLC – Vanguard 500 Index Fund Transaction History
SEQUOIA FINANCIAL ADVISORS, LLC portfolio value:
$2.05M
portfolio value
SEQUOIA FINANCIAL ADVISORS, 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 | Decrease | -34.74% | -3.32K shares | -1.26M | $328.3 | 6.24K |
| Q2 2022 | share | Decrease | -0.44% | -42 shares | -672K | $346.88 | 9.57K |
| Q1 2022 | share | Increase | +10.93% | 947 shares | 208K | $415.17 | 9.61K |
| Q4 2021 | share | Increase | +221.48% | 5.97K shares | 2.72M | $437.77 | 8.66K |
| Q3 2021 | share | Decrease | -66.96% | -5.46K shares | -2.14M | $394.4 | 2.69K |
| Q2 2021 | share | Decrease | -2.02% | -168 shares | 177K | $392.24 | 8.16K |
| Q1 2021 | share | Decrease | -1.61% | -136 shares | 125K | $361.88 | 8.32K |
| Q4 2020 | share | Increase | +3.38% | 277 shares | 390K | $340.23 | 8.46K |
| Q3 2020 | share | Increase | +34.83% | 2.11K shares | 798K | $303.31 | 8.18K |
| Q2 2020 | share | Increase | +240.99% | 4.29K shares | 1.29M | $278.24 | 6.07K |
| Q1 2020 | share | Increase | +116.14% | 957 shares | 178K | $231.3 | 1.78K |
| Q4 2019 | share | Increase | +3.26% | 26 shares | 26K | $287.62 | 824 |
| Q3 2019 | share | Increase | +3.10% | 24 shares | 10K | $263.78 | 798 |
| Q2 2019 | share | 0.00% | 0 shares | 7K | $259.21 | 774 | |
| Q1 2019 | share | Increase | 0.00% | 774 shares | 201K | $248.67 | 774 |