FORESIGHT WEALTH MANAGEMENT, LLC – Vanguard 500 Index Fund Transaction History
FORESIGHT WEALTH MANAGEMENT, LLC portfolio value:
$7.29M
portfolio value
FORESIGHT WEALTH MANAGEMENT, 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 | Increase | 0.00% | 1 shares | -412K | $328.3 | 22.21K |
| Q2 2022 | share | Increase | +0.02% | 5 shares | -1.51M | $346.88 | 22.21K |
| Q1 2022 | share | Decrease | -1.81% | -409 shares | -654K | $415.17 | 22.20K |
| Q4 2021 | share | Decrease | -0.05% | -12 shares | 949K | $437.77 | 22.61K |
| Q3 2021 | share | Decrease | -2.07% | -479 shares | -168K | $394.4 | 22.62K |
| Q2 2021 | share | Decrease | -0.02% | -5 shares | 673K | $392.24 | 23.10K |
| Q1 2021 | share | Increase | +15.50% | 3.10K shares | 1.54M | $361.88 | 23.11K |
| Q4 2020 | share | Increase | +562.40% | 16.99K shares | 5.94M | $340.23 | 20.01K |
| Q3 2020 | share | Decrease | -8.23% | -271 shares | -4K | $303.31 | 3.02K |
| Q2 2020 | share | Increase | +175.48% | 2.09K shares | 650K | $278.24 | 3.29K |
| Q1 2020 | share | Increase | 0.00% | 1.19K shares | 283K | $231.3 | 1.19K |