PEAK FINANCIAL MANAGEMENT, INC. – Vanguard 500 Index Fund Transaction History
PEAK FINANCIAL MANAGEMENT, INC. portfolio value:
$13.37M
portfolio value
PEAK FINANCIAL MANAGEMENT, INC. 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 | -6.28% | -2.73K shares | -1.70M | $328.3 | 40.75K |
| Q2 2022 | share | Decrease | -2.76% | -1.23K shares | -3.48M | $346.88 | 43.48K |
| Q1 2022 | share | Decrease | -2.88% | -1.32K shares | -1.53M | $415.17 | 44.71K |
| Q4 2021 | share | Decrease | -3.07% | -1.46K shares | 1.36M | $437.77 | 46.04K |
| Q3 2021 | share | Decrease | -0.06% | -28 shares | 31K | $394.4 | 47.50K |
| Q2 2021 | share | Decrease | -0.73% | -350 shares | 1.26M | $392.24 | 47.53K |
| Q1 2021 | share | Decrease | -1.99% | -970 shares | 654K | $361.88 | 47.88K |
| Q4 2020 | share | Increase | +3.14% | 1.48K shares | 2.21M | $340.23 | 48.85K |
| Q3 2020 | share | Decrease | -0.12% | -59 shares | 1.13M | $303.31 | 47.36K |
| Q2 2020 | share | Decrease | -5.70% | -2.86K shares | 1.53M | $278.24 | 47.42K |
| Q1 2020 | share | Decrease | -1.52% | -776 shares | -3.19M | $231.3 | 50.29K |
| Q4 2019 | share | Decrease | -2.09% | -1.09K shares | 887K | $287.62 | 51.06K |
| Q3 2019 | share | Increase | +0.02% | 8 shares | 182K | $263.78 | 52.16K |
| Q2 2019 | share | Decrease | -1.38% | -730 shares | 312K | $259.21 | 52.15K |
| Q1 2019 | share | Decrease | -2.08% | -1.12K shares | 1.31M | $248.67 | 52.88K |
| Q4 2018 | share | Decrease | -1.17% | -641 shares | -2.18M | $218.96 | 54.00K |
| Q3 2018 | share | Decrease | -1.68% | -936 shares | 726K | $253.05 | 54.64K |
| Q2 2018 | share | Decrease | -1.05% | -591 shares | 269K | $235.36 | 55.58K |
| Q1 2018 | share | Decrease | -27.41% | -21.20K shares | -5.38M | $227.29 | 56.17K |
| Q4 2017 | share | Decrease | -3.78% | -3.04K shares | 423K | $229.29 | 77.38K |
| Q3 2017 | share | Decrease | -4.28% | -3.59K shares | -99K | $214.67 | 80.42K |
| Q2 2017 | share | Decrease | -2.49% | -2.14K shares | 15K | $205.52 | 84.01K |
| Q1 2017 | share | Increase | +1.11% | 943 shares | 1.14M | $199.34 | 86.16K |
| Q4 2016 | share | Decrease | -5.90% | -5.34K shares | -497K | $188.29 | 85.22K |
| Q3 2016 | share | Decrease | -4.85% | -4.61K shares | -300K | $181.09 | 90.56K |
| Q2 2016 | share | Decrease | -9.69% | -10.21K shares | -1.40M | $174.38 | 95.18K |