PRINCIPLE WEALTH PARTNERS LLC – Vanguard Value Index Fund Transaction History
PRINCIPLE WEALTH PARTNERS LLC portfolio value:
$2.15M
portfolio value
PRINCIPLE WEALTH PARTNERS LLC quarter portfolio value change:
-6.37%
quarter
Vanguard Value Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +61.09% | 6.61K shares | 726K | $123.48 | 17.44K |
| Q2 2022 | share | Increase | +0.04% | 4 shares | -172K | $131.88 | 10.83K |
| Q1 2022 | share | Decrease | -11.22% | -1.36K shares | -194K | $147.78 | 10.82K |
| Q4 2021 | share | Decrease | -1.61% | -200 shares | 116K | $147.05 | 12.19K |
| Q3 2021 | share | 0.00% | 0 shares | -26K | $135.37 | 12.39K | |
| Q2 2021 | share | Increase | +1.64% | 200 shares | 101K | $136.66 | 12.39K |
| Q1 2021 | share | Increase | +1.92% | 230 shares | 180K | $129.99 | 12.19K |
| Q4 2020 | share | Increase | 0.00% | 11.96K shares | 1.42M | $117 | 11.96K |
| Q2 2020 | share | Decrease | -100.00% | -3.08K shares | -275K | $96.62 | 0 |
| Q1 2020 | share | Decrease | -40.28% | -2.08K shares | -344K | $85.73 | 3.08K |
| Q4 2019 | share | Increase | +1.79% | 91 shares | 53K | $114.41 | 5.16K |
| Q3 2019 | share | Increase | +11.27% | 514 shares | 60K | $105.75 | 5.07K |
| Q2 2019 | share | Increase | 0.00% | 4.55K shares | 506K | $104.48 | 4.55K |