IHT WEALTH MANAGEMENT, LLC – Vanguard 500 Index Fund Transaction History
IHT WEALTH MANAGEMENT, LLC portfolio value:
$7.49M
portfolio value
IHT 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 | +58.96% | 8.46K shares | 2.51M | $328.3 | 22.81K |
| Q2 2022 | share | Increase | +0.87% | 124 shares | -928K | $346.88 | 14.35K |
| Q1 2022 | share | Decrease | -5.81% | -877 shares | -688K | $415.17 | 14.22K |
| Q4 2021 | share | Decrease | -8.15% | -1.34K shares | 108K | $437.77 | 15.10K |
| Q3 2021 | share | Decrease | -6.45% | -1.13K shares | -431K | $394.4 | 16.44K |
| Q2 2021 | share | Increase | +2.04% | 351 shares | 641K | $392.24 | 17.58K |
| Q1 2021 | share | Decrease | -8.47% | -1.59K shares | -193K | $361.88 | 17.23K |
| Q4 2020 | share | Increase | +150.00% | 11.29K shares | 4.15M | $340.23 | 18.82K |
| Q3 2020 | share | Increase | +48.90% | 2.47K shares | 884K | $303.31 | 7.53K |
| Q2 2020 | share | Decrease | -57.90% | -6.95K shares | -1.41M | $278.24 | 5.05K |
| Q1 2020 | share | Increase | +72.33% | 5.04K shares | 783K | $231.3 | 12.01K |
| Q4 2019 | share | Increase | +38.04% | 1.92K shares | 682K | $287.62 | 6.97K |
| Q3 2019 | share | Increase | +12.12% | 546 shares | 168K | $263.78 | 5.05K |
| Q2 2019 | share | Increase | +24.56% | 888 shares | 273K | $259.21 | 4.50K |
| Q1 2019 | share | Increase | +0.08% | 3 shares | 109K | $248.67 | 3.61K |
| Q4 2018 | share | Increase | +17.96% | 550 shares | 12K | $218.96 | 3.61K |
| Q3 2018 | share | Increase | +0.76% | 23 shares | 59K | $253.05 | 3.06K |
| Q2 2018 | share | Decrease | -7.43% | -244 shares | -18K | $235.36 | 3.04K |
| Q1 2018 | share | Increase | +6.35% | 196 shares | 0 | $227.29 | 3.28K |
| Q4 2017 | share | Increase | +1370.48% | 2.87K shares | 728K | $229.29 | 3.08K |
| Q3 2017 | share | Increase | +40.00% | 60 shares | 29K | $214.67 | 210 |
| Q2 2017 | share | 0.00% | 0 shares | -12K | $205.52 | 150 | |
| Q1 2017 | share | 0.00% | 0 shares | 1K | $199.34 | 150 | |
| Q4 2016 | share | Increase | 0.00% | 150 shares | 31K | $188.29 | 150 |