SUGARLOAF WEALTH MANAGEMENT, LLC – Vanguard 500 Index Fund Transaction History
SUGARLOAF WEALTH MANAGEMENT, LLC portfolio value:
$143,000
portfolio value
SUGARLOAF WEALTH MANAGEMENT, 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 | +0.46% | 2 shares | -7K | $328.3 | 435 |
| Q2 2022 | share | 0.00% | 0 shares | -30K | $346.88 | 433 | |
| Q1 2022 | share | Increase | +0.23% | 1 shares | -8K | $415.17 | 433 |
| Q4 2021 | share | Increase | +0.70% | 3 shares | 19K | $437.77 | 432 |
| Q3 2021 | share | Decrease | -24.60% | -140 shares | -55K | $394.4 | 429 |
| Q2 2021 | share | Decrease | -13.53% | -89 shares | -190K | $392.24 | 569 |
| Q1 2021 | share | Increase | +2760.87% | 635 shares | 406K | $361.88 | 658 |
| Q4 2020 | share | Increase | 0.00% | 23 shares | 8K | $340.23 | 23 |