PRINCIPLE WEALTH PARTNERS LLC – Vanguard 500 Index Fund Transaction History
PRINCIPLE WEALTH PARTNERS LLC portfolio value:
$2.03M
portfolio value
PRINCIPLE WEALTH PARTNERS 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 | Decrease | -3.55% | -228 shares | -194K | $328.3 | 6.19K |
| Q2 2022 | share | Increase | +27.58% | 1.38K shares | 138K | $346.88 | 6.42K |
| Q1 2022 | share | Increase | +4.31% | 208 shares | -17K | $415.17 | 5.03K |
| Q4 2021 | share | Increase | +122.10% | 2.65K shares | 1.24M | $437.77 | 4.82K |
| Q3 2021 | share | Increase | +0.42% | 9 shares | 6K | $394.4 | 2.17K |
| Q2 2021 | share | Decrease | -2.70% | -60 shares | 41K | $392.24 | 2.16K |
| Q1 2021 | share | Increase | +9.45% | 192 shares | 112K | $361.88 | 2.22K |
| Q4 2020 | share | Increase | 0.00% | 2.03K shares | 698K | $340.23 | 2.03K |
| Q3 2020 | share | Decrease | -100.00% | -401 shares | -114K | $303.31 | 0 |
| Q2 2020 | share | Increase | 0.00% | 401 shares | 114K | $278.24 | 401 |