PERSONAL CFO SOLUTIONS, LLC – Vanguard 500 Index Fund Transaction History
PERSONAL CFO SOLUTIONS, LLC portfolio value:
$3.17M
portfolio value
PERSONAL CFO SOLUTIONS, 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 | +12.39% | 1.06K shares | 190K | $328.3 | 9.67K |
| Q2 2022 | share | Increase | +10.35% | 807 shares | -252K | $346.88 | 8.60K |
| Q1 2022 | share | Increase | +27.16% | 1.66K shares | 560K | $415.17 | 7.8K |
| Q4 2021 | share | Increase | +468.49% | 5.05K shares | 2.25M | $437.77 | 6.13K |
| Q3 2021 | share | Decrease | -27.19% | -403 shares | -157K | $394.4 | 1.07K |
| Q2 2021 | share | Increase | +0.41% | 6 shares | 45K | $392.24 | 1.48K |
| Q1 2021 | share | Increase | +1.17% | 17 shares | 37K | $361.88 | 1.47K |
| Q4 2020 | share | Increase | 0.00% | 1.45K shares | 501K | $340.23 | 1.45K |
| Q3 2020 | share | Decrease | -100.00% | -1.44K shares | -411K | $303.31 | 0 |
| Q2 2020 | share | 0.00% | 0 shares | 68K | $278.24 | 1.44K | |
| Q1 2020 | share | Increase | +11.55% | 150 shares | -41K | $231.3 | 1.44K |
| Q4 2019 | share | Increase | +18.20% | 200 shares | 84K | $287.62 | 1.29K |
| Q3 2019 | share | Increase | 0.00% | 1.09K shares | 300K | $263.78 | 1.09K |