TRANSFORM WEALTH, LLC – Vanguard 500 Index Fund Transaction History
TRANSFORM WEALTH, LLC portfolio value:
$514,000
portfolio value
TRANSFORM WEALTH, 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 | Decrease | -2.86% | -46 shares | -45K | $328.3 | 1.56K |
| Q2 2022 | share | Decrease | -94.50% | -27.57K shares | -11.55M | $346.88 | 1.60K |
| Q1 2022 | share | Decrease | -6.23% | -1.93K shares | -1.47M | $415.17 | 29.18K |
| Q4 2021 | share | Decrease | -13.98% | -5.05K shares | -683K | $437.77 | 31.11K |
| Q3 2021 | share | Increase | +611.73% | 31.09K shares | 12.26M | $394.4 | 36.17K |
| Q2 2021 | share | Decrease | -0.49% | -25 shares | 139K | $392.24 | 5.08K |
| Q1 2021 | share | Increase | +0.67% | 34 shares | 117K | $361.88 | 5.10K |
| Q4 2020 | share | Increase | +0.87% | 44 shares | 197K | $340.23 | 5.07K |
| Q3 2020 | share | Decrease | -18.14% | -1.11K shares | -195K | $303.31 | 5.03K |
| Q2 2020 | share | Decrease | -51.95% | -6.64K shares | -1.28M | $278.24 | 6.14K |
| Q1 2020 | share | Decrease | -88.60% | -99.42K shares | -30.16M | $231.3 | 12.78K |
| Q4 2019 | share | Increase | 0.00% | 112.21K shares | 33.19M | $287.62 | 112.21K |
| Q3 2019 | share | Increase | +118.63% | 64.40K shares | 17.74M | $263.78 | 118.69K |
| Q2 2019 | share | Increase | 0.00% | 54.29K shares | 14.61M | $259.21 | 54.29K |