EVERSOURCE WEALTH ADVISORS, LLC – Vanguard 500 Index Fund Transaction History
EVERSOURCE WEALTH ADVISORS, LLC portfolio value:
$11.35M
portfolio value
EVERSOURCE WEALTH ADVISORS, 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 | -0.59% | -207 shares | -714K | $328.3 | 34.59K |
| Q2 2022 | share | Decrease | -4.84% | -1.76K shares | -3.11M | $346.88 | 34.79K |
| Q1 2022 | share | Increase | +13.73% | 4.41K shares | 1.14M | $415.17 | 36.56K |
| Q4 2021 | share | Increase | 0.00% | 32.15K shares | 14.03M | $437.77 | 32.15K |