ARIES WEALTH MANAGEMENT – Vanguard 500 Index Fund Transaction History
ARIES WEALTH MANAGEMENT portfolio value:
$1.18M
portfolio value
ARIES 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 | +33.24% | 830 shares | 315K | $328.3 | 3.32K |
| Q2 2022 | share | Increase | 0.00% | 2.49K shares | 866K | $346.88 | 2.49K |
| Q1 2022 | share | Decrease | -100.00% | -17.47K shares | -7.63M | $415.17 | 0 |
| Q4 2021 | share | Increase | +587.88% | 14.93K shares | 6.62M | $437.77 | 17.47K |
| Q3 2021 | share | Decrease | -1.55% | -40 shares | -14K | $394.4 | 2.54K |
| Q2 2021 | share | 0.00% | 0 shares | 40K | $392.24 | 2.58K | |
| Q1 2021 | share | Increase | +35.20% | 672 shares | 307K | $361.88 | 2.58K |
| Q4 2020 | share | Decrease | -2.25% | -44 shares | 68K | $340.23 | 1.90K |
| Q3 2020 | share | Increase | +1.14% | 22 shares | 54K | $303.31 | 1.95K |
| Q2 2020 | share | Decrease | -16.26% | -375 shares | 13K | $278.24 | 1.93K |
| Q1 2020 | share | Decrease | -9.43% | -240 shares | -223K | $231.3 | 2.30K |
| Q4 2019 | share | 0.00% | 0 shares | 64K | $287.62 | 2.54K | |
| Q3 2019 | share | 0.00% | 0 shares | -5K | $263.78 | 2.54K | |
| Q2 2019 | share | Decrease | -0.55% | -14 shares | 34K | $259.21 | 2.54K |
| Q1 2019 | share | Decrease | -0.93% | -24 shares | 70K | $248.67 | 2.56K |
| Q4 2018 | share | Increase | +34.51% | 663 shares | 81K | $218.96 | 2.58K |
| Q3 2018 | share | 0.00% | 0 shares | 17K | $253.05 | 1.92K | |
| Q2 2018 | share | 0.00% | 0 shares | 28K | $235.36 | 1.92K | |
| Q1 2018 | share | 0.00% | 0 shares | -27K | $227.29 | 1.92K | |
| Q4 2017 | share | Increase | 0.00% | 1.92K shares | 495K | $229.29 | 1.92K |