FINANCIAL ADVOCATES INVESTMENT MANAGEMENT – Vanguard 500 Index Fund Transaction History
FINANCIAL ADVOCATES INVESTMENT MANAGEMENT portfolio value:
$5.14M
portfolio value
FINANCIAL ADVOCATES INVESTMENT 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 | +67.91% | 9.47K shares | 300K | $328.3 | 23.43K |
| Q2 2022 | share | Decrease | -29.26% | -5.77K shares | -3.34M | $346.88 | 13.95K |
| Q1 2022 | share | Decrease | -0.41% | -82 shares | -457K | $415.17 | 19.72K |
| Q4 2021 | share | Decrease | -3.11% | -636 shares | 584K | $437.77 | 19.80K |
| Q3 2021 | share | Decrease | -1.52% | -315 shares | -106K | $394.4 | 20.44K |
| Q2 2021 | share | Increase | +2.76% | 558 shares | 809K | $392.24 | 20.75K |
| Q1 2021 | share | Decrease | -6.90% | -1.49K shares | -32K | $361.88 | 20.20K |
| Q4 2020 | share | Increase | +5.94% | 1.21K shares | 1.09M | $340.23 | 21.69K |
| Q3 2020 | share | Decrease | -1.33% | -276 shares | 439K | $303.31 | 20.48K |
| Q2 2020 | share | Increase | +6.45% | 1.25K shares | 1.24M | $278.24 | 20.75K |
| Q1 2020 | share | Decrease | -25.73% | -6.75K shares | -3.14M | $231.3 | 19.5K |
| Q4 2019 | share | Decrease | -2.40% | -645 shares | 434K | $287.62 | 26.25K |
| Q3 2019 | share | Decrease | -10.41% | -3.12K shares | -749K | $263.78 | 26.90K |
| Q2 2019 | share | Increase | +4.19% | 1.20K shares | 602K | $259.21 | 30.02K |
| Q1 2019 | share | Increase | +1.63% | 462 shares | 963K | $248.67 | 28.82K |
| Q4 2018 | share | Decrease | -14.67% | -4.87K shares | -2.35M | $218.96 | 28.35K |
| Q3 2018 | share | Decrease | -2.37% | -805 shares | 373K | $253.05 | 33.23K |
| Q2 2018 | share | Increase | +9.60% | 2.98K shares | 984K | $235.36 | 34.03K |
| Q1 2018 | share | Increase | +2.02% | 614 shares | 51K | $227.29 | 31.05K |
| Q4 2017 | share | Increase | 0.00% | 30.44K shares | 7.46M | $229.29 | 30.44K |