MPS LORIA FINANCIAL PLANNERS, LLC – Vanguard 500 Index Fund Transaction History
MPS LORIA FINANCIAL PLANNERS, LLC portfolio value:
$209,000
portfolio value
MPS LORIA FINANCIAL PLANNERS, 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 | 0.00% | 0 shares | -11K | $328.3 | 637 | |
| Q2 2022 | share | 0.00% | 0 shares | -44K | $346.88 | 637 | |
| Q1 2022 | share | Increase | 0.00% | 637 shares | 264K | $415.17 | 637 |
| Q4 2020 | share | Decrease | -100.00% | -183 shares | -56K | $340.23 | 0 |
| Q3 2020 | share | Increase | +0.55% | 1 shares | 4K | $303.31 | 183 |
| Q2 2020 | share | Increase | 0.00% | 182 shares | 52K | $278.24 | 182 |
| Q3 2017 | share | Decrease | -100.00% | -436 shares | -99K | $214.67 | 0 |
| Q2 2017 | share | Increase | 0.00% | 436 shares | 99K | $205.52 | 436 |