BURT WEALTH ADVISORS – Vanguard 500 Index Fund Transaction History
BURT WEALTH ADVISORS portfolio value:
$345,000
portfolio value
BURT WEALTH ADVISORS 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 | -19K | $328.3 | 1.04K | |
| Q2 2022 | share | Increase | +1.45% | 15 shares | -65K | $346.88 | 1.04K |
| Q1 2022 | share | Increase | +6.93% | 67 shares | 7K | $415.17 | 1.03K |
| Q4 2021 | share | Decrease | -7.20% | -75 shares | 11K | $437.77 | 967 |
| Q3 2021 | share | Increase | +22.01% | 188 shares | 75K | $394.4 | 1.04K |
| Q2 2021 | share | Increase | +0.95% | 8 shares | 28K | $392.24 | 854 |
| Q1 2021 | share | 0.00% | 0 shares | 17K | $361.88 | 846 | |
| Q4 2020 | share | 0.00% | 0 shares | 31K | $340.23 | 846 | |
| Q3 2020 | share | 0.00% | 0 shares | 20K | $303.31 | 846 | |
| Q2 2020 | share | 0.00% | 0 shares | 40K | $278.24 | 846 | |
| Q1 2020 | share | Increase | +48.42% | 276 shares | 31K | $231.3 | 846 |
| Q4 2019 | share | 0.00% | 0 shares | 14K | $287.62 | 570 | |
| Q3 2019 | share | 0.00% | 0 shares | 2K | $263.78 | 570 | |
| Q2 2019 | share | 0.00% | 0 shares | 5K | $259.21 | 570 | |
| Q1 2019 | share | 0.00% | 0 shares | 17K | $248.67 | 570 | |
| Q4 2018 | share | 0.00% | 0 shares | -21K | $218.96 | 570 | |
| Q3 2018 | share | 0.00% | 0 shares | 10K | $253.05 | 570 | |
| Q2 2018 | share | 0.00% | 0 shares | 4K | $235.36 | 570 | |
| Q1 2018 | share | Increase | +15.38% | 76 shares | 17K | $227.29 | 570 |
| Q4 2017 | share | 0.00% | 0 shares | 7K | $229.29 | 494 | |
| Q3 2017 | share | 0.00% | 0 shares | 5K | $214.67 | 494 | |
| Q2 2017 | share | 0.00% | 0 shares | 2K | $205.52 | 494 | |
| Q1 2017 | share | 0.00% | 0 shares | 6K | $199.34 | 494 | |
| Q4 2016 | share | 0.00% | 0 shares | 3K | $188.29 | 494 | |
| Q3 2016 | share | 0.00% | 0 shares | 4K | $181.09 | 494 | |
| Q2 2016 | share | Decrease | -66.93% | -1K shares | -188K | $174.38 | 494 |
| Q1 2016 | share | Increase | +49.40% | 494 shares | 96K | $170.23 | 1.49K |