MERIDIAN WEALTH MANAGEMENT, LLC – Vanguard 500 Index Fund Transaction History
MERIDIAN WEALTH MANAGEMENT, LLC portfolio value:
$7.04M
portfolio value
MERIDIAN WEALTH MANAGEMENT, 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 | +39.69% | 6.1K shares | 1.71M | $328.3 | 21.46K |
| Q2 2022 | share | Decrease | -21.58% | -4.22K shares | -2.80M | $346.88 | 15.36K |
| Q1 2022 | share | Increase | +56.38% | 7.06K shares | 2.66M | $415.17 | 19.59K |
| Q4 2021 | share | Increase | +15.03% | 1.63K shares | 1.17M | $437.77 | 12.53K |
| Q3 2021 | share | Decrease | -10.37% | -1.26K shares | -487K | $394.4 | 10.89K |
| Q2 2021 | share | Increase | +55.94% | 4.36K shares | 1.94M | $392.24 | 12.15K |
| Q1 2021 | share | Increase | +108.06% | 4.04K shares | 1.55M | $361.88 | 7.79K |
| Q4 2020 | share | Increase | +34.41% | 959 shares | 430K | $340.23 | 3.74K |
| Q3 2020 | share | Increase | +121.02% | 1.52K shares | 500K | $303.31 | 2.78K |
| Q2 2020 | share | Increase | +2.52% | 31 shares | 66K | $278.24 | 1.26K |
| Q1 2020 | share | Decrease | -44.94% | -1.00K shares | -369K | $231.3 | 1.23K |
| Q4 2019 | share | Decrease | -12.53% | -320 shares | -36K | $287.62 | 2.23K |
| Q3 2019 | share | Increase | +12.02% | 274 shares | 689.86K | $263.78 | 2.55K |
| Q2 2019 | share | Increase | +25.21% | 459 shares | -466.86K | $259.21 | 2.28K |
| Q1 2019 | share | Decrease | -2.78% | -52 shares | 43K | $248.67 | 1.82K |
| Q4 2018 | share | Increase | +94.50% | 910 shares | 173K | $218.96 | 1.87K |
| Q3 2018 | share | Decrease | -66.32% | -1.89K shares | -328K | $253.05 | 963 |
| Q2 2018 | share | Increase | 0.00% | 2.85K shares | 585K | $235.36 | 2.85K |
| Q1 2018 | share | Decrease | -100.00% | -1.20K shares | -287K | $227.29 | 0 |
| Q4 2017 | share | Increase | +4.34% | 50 shares | 21K | $229.29 | 1.20K |
| Q3 2017 | share | Increase | +7.57% | 81 shares | 28K | $214.67 | 1.15K |
| Q2 2017 | share | Increase | +6.05% | 61 shares | 20K | $205.52 | 1.07K |
| Q1 2017 | share | Increase | 0.00% | 1.00K shares | 218K | $199.34 | 1.00K |