YORKBRIDGE WEALTH PARTNERS, LLC – Vanguard Value Index Fund Transaction History
YORKBRIDGE WEALTH PARTNERS, LLC portfolio value:
$347,000
portfolio value
YORKBRIDGE WEALTH PARTNERS, LLC quarter portfolio value change:
-6.37%
quarter
Vanguard Value Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -24K | $123.48 | 2.81K | |
| Q2 2022 | share | Increase | +19.40% | 457 shares | 23K | $131.88 | 2.81K |
| Q1 2022 | share | Increase | +3.06% | 70 shares | 12K | $147.78 | 2.35K |
| Q4 2021 | share | Increase | +9.59% | 200 shares | 54K | $147.05 | 2.28K |
| Q3 2021 | share | Decrease | -0.24% | -5 shares | -5K | $135.37 | 2.08K |
| Q2 2021 | share | Increase | +8.85% | 170 shares | 34K | $136.66 | 2.09K |
| Q1 2021 | share | Increase | +11.62% | 200 shares | 48K | $129.99 | 1.92K |
| Q4 2020 | share | Increase | 0.00% | 1.72K shares | 205K | $117 | 1.72K |
| Q3 2019 | share | Decrease | -100.00% | -1.35K shares | -150K | $105.75 | 0 |
| Q2 2019 | share | 0.00% | 0 shares | 4K | $104.48 | 1.35K | |
| Q1 2019 | share | Increase | 0.00% | 1.35K shares | 146K | $100.74 | 1.35K |