TPB WEALTH ADVISORS – Vanguard 500 Index Fund Transaction History
TPB WEALTH ADVISORS portfolio value:
$209,000
portfolio value
TPB WEALTH ADVISORS 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 | -70.46% | -1.52K shares | -540K | $328.3 | 638 |
| Q2 2022 | share | Increase | 0.00% | 2.16K shares | 749K | $346.88 | 2.16K |
| Q1 2022 | share | Decrease | -100.00% | -471 shares | -206K | $415.17 | 0 |
| Q4 2021 | share | Increase | 0.00% | 471 shares | 206K | $437.77 | 471 |
| Q3 2021 | share | Decrease | -100.00% | -757 shares | -298K | $394.4 | 0 |
| Q2 2021 | share | Decrease | -5.38% | -43 shares | -2K | $392.24 | 757 |
| Q1 2021 | share | Decrease | -42.86% | -600 shares | -200K | $361.88 | 800 |
| Q4 2020 | share | Increase | 0.00% | 1.4K shares | 500K | $340.23 | 1.4K |