DOYLE WEALTH MANAGEMENT – Vanguard 500 Index Fund Transaction History
DOYLE WEALTH MANAGEMENT portfolio value:
$3.82M
portfolio value
DOYLE WEALTH MANAGEMENT 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 | +8.17% | 879 shares | 89K | $328.3 | 11.64K |
| Q2 2022 | share | Increase | +35.82% | 2.83K shares | 444K | $346.88 | 10.76K |
| Q1 2022 | share | Decrease | -0.56% | -45 shares | -190K | $415.17 | 7.92K |
| Q4 2021 | share | Increase | +6.84% | 510 shares | 537K | $437.77 | 7.97K |
| Q3 2021 | share | Increase | +5.50% | 389 shares | 160K | $394.4 | 7.46K |
| Q2 2021 | share | Increase | +6.81% | 451 shares | 371K | $392.24 | 7.07K |
| Q1 2021 | share | Decrease | -0.05% | -3 shares | 136K | $361.88 | 6.62K |
| Q4 2020 | share | Decrease | -0.24% | -16 shares | 233K | $340.23 | 6.62K |
| Q3 2020 | share | Increase | +13.91% | 811 shares | 391K | $303.31 | 6.64K |
| Q2 2020 | share | Increase | +78.53% | 2.56K shares | 879K | $278.24 | 5.82K |
| Q1 2020 | share | Increase | +11.85% | 346 shares | -90K | $231.3 | 3.26K |
| Q4 2019 | share | Decrease | -0.41% | -12 shares | 64K | $287.62 | 2.91K |
| Q3 2019 | share | Increase | +44.53% | 903 shares | 253K | $263.78 | 2.93K |
| Q2 2019 | share | Increase | +52.02% | 694 shares | 193K | $259.21 | 2.02K |
| Q1 2019 | share | Increase | +13.53% | 159 shares | 83K | $248.67 | 1.33K |
| Q4 2018 | share | Decrease | -15.83% | -221 shares | -103K | $218.96 | 1.17K |
| Q3 2018 | share | Decrease | -20.41% | -358 shares | -65K | $253.05 | 1.39K |
| Q2 2018 | share | Decrease | -0.57% | -10 shares | 11K | $235.36 | 1.75K |
| Q1 2018 | share | Increase | +12.29% | 193 shares | 42K | $227.29 | 1.76K |
| Q4 2017 | share | Increase | +30.81% | 370 shares | 108K | $229.29 | 1.57K |
| Q3 2017 | share | Increase | +11.20% | 121 shares | 37K | $214.67 | 1.20K |
| Q2 2017 | share | Increase | +0.09% | 1 shares | 7K | $205.52 | 1.08K |
| Q1 2017 | share | Increase | 0.00% | 1.07K shares | 233K | $199.34 | 1.07K |