GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT – Vanguard 500 Index Fund Transaction History
GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT portfolio value:
$1.21M
portfolio value
GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT 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 | +25.59% | 753 shares | 192K | $328.3 | 3.69K |
| Q2 2022 | share | Increase | +27.07% | 627 shares | 60K | $346.88 | 2.94K |
| Q1 2022 | share | Increase | +34.42% | 593 shares | 209K | $415.17 | 2.31K |
| Q4 2021 | share | Increase | +5.38% | 88 shares | 108K | $437.77 | 1.72K |
| Q3 2021 | share | Decrease | -11.09% | -204 shares | -79K | $394.4 | 1.63K |
| Q2 2021 | share | Increase | +16.84% | 265 shares | 150K | $392.24 | 1.83K |
| Q1 2021 | share | Decrease | -21.46% | -430 shares | -115K | $361.88 | 1.57K |
| Q4 2020 | share | Increase | 0.00% | 2.00K shares | 688K | $340.23 | 2.00K |
| Q3 2020 | share | Decrease | -100.00% | -835 shares | -236K | $303.31 | 0 |
| Q2 2020 | share | Increase | 0.00% | 835 shares | 236K | $278.24 | 835 |
| Q1 2020 | share | Decrease | -100.00% | -729 shares | -215K | $231.3 | 0 |
| Q4 2019 | share | Increase | 0.00% | 729 shares | 215K | $287.62 | 729 |