YORKBRIDGE WEALTH PARTNERS, LLC – Vanguard 500 Index Fund Transaction History
YORKBRIDGE WEALTH PARTNERS, LLC portfolio value:
$517,000
portfolio value
YORKBRIDGE WEALTH PARTNERS, 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 | -22.16% | -448 shares | -184K | $328.3 | 1.57K |
| Q2 2022 | share | Increase | +32.59% | 497 shares | 68K | $346.88 | 2.02K |
| Q1 2022 | share | Increase | +21.03% | 265 shares | 83K | $415.17 | 1.52K |
| Q4 2021 | share | Increase | +0.24% | 3 shares | 54K | $437.77 | 1.26K |
| Q3 2021 | share | Decrease | -16.03% | -240 shares | -93K | $394.4 | 1.25K |
| Q2 2021 | share | Increase | +0.07% | 1 shares | 44K | $392.24 | 1.49K |
| Q1 2021 | share | Increase | +10.41% | 141 shares | 79K | $361.88 | 1.49K |
| Q4 2020 | share | Increase | +11.52% | 140 shares | 92K | $340.23 | 1.35K |
| Q3 2020 | share | Decrease | -48.50% | -1.14K shares | -295K | $303.31 | 1.21K |
| Q2 2020 | share | Decrease | -13.65% | -373 shares | 22K | $278.24 | 2.35K |
| Q1 2020 | share | Decrease | -24.49% | -886 shares | -423K | $231.3 | 2.73K |
| Q4 2019 | share | Increase | +1.03% | 37 shares | 94K | $287.62 | 3.61K |
| Q3 2019 | share | Increase | +112.02% | 1.89K shares | 521K | $263.78 | 3.58K |
| Q2 2019 | share | Increase | +10.75% | 164 shares | 59K | $259.21 | 1.68K |
| Q1 2019 | share | Increase | 0.00% | 1.52K shares | 396K | $248.67 | 1.52K |
| Q3 2018 | share | Decrease | -100.00% | -42 shares | -10K | $253.05 | 0 |
| Q2 2018 | share | 0.00% | 0 shares | 0 | $235.36 | 42 | |
| Q1 2018 | share | 0.00% | 0 shares | 0 | $227.29 | 42 | |
| Q4 2017 | share | 0.00% | 0 shares | 0 | $229.29 | 42 | |
| Q3 2017 | share | 0.00% | 0 shares | 1K | $214.67 | 42 | |
| Q2 2017 | share | 0.00% | 0 shares | 0 | $205.52 | 42 | |
| Q1 2017 | share | Increase | 0.00% | 42 shares | 9K | $199.34 | 42 |