WEALTH ENHANCEMENT ADVISORY SERVICES, LLC – Vanguard 500 Index Fund Transaction History
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC portfolio value:
$1.79M
portfolio value
WEALTH ENHANCEMENT ADVISORY SERVICES, 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 | +15.34% | 714 shares | 127K | $328.3 | 5.36K |
| Q2 2022 | share | Decrease | -5.50% | -271 shares | -405K | $346.88 | 4.65K |
| Q1 2022 | share | Decrease | -4.96% | -257 shares | -67K | $415.17 | 4.92K |
| Q4 2021 | share | Increase | +108.15% | 2.69K shares | 1.09M | $437.77 | 5.18K |
| Q3 2021 | share | Increase | +0.12% | 3 shares | 50K | $394.4 | 2.49K |
| Q2 2021 | share | Increase | +1.39% | 34 shares | 78K | $392.24 | 2.48K |
| Q1 2021 | share | Increase | +10.10% | 225 shares | 146K | $361.88 | 2.45K |
| Q4 2020 | share | Increase | +36.02% | 590 shares | 240K | $340.23 | 2.22K |
| Q3 2020 | share | Increase | +0.24% | 4 shares | 39K | $303.31 | 1.63K |
| Q2 2020 | share | Increase | +109.49% | 854 shares | 286K | $278.24 | 1.63K |
| Q1 2020 | share | Increase | 0.00% | 780 shares | 205K | $231.3 | 780 |