INSIGHT WEALTH STRATEGIES, LLC – Vanguard 500 Index Fund Transaction History
INSIGHT WEALTH STRATEGIES, LLC portfolio value:
$349,000
portfolio value
INSIGHT WEALTH STRATEGIES, 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 | 0.00% | 0 shares | 0 | $328.3 | 1.00K | |
| Q2 2022 | share | 0.00% | 0 shares | -68K | $346.88 | 1.00K | |
| Q1 2022 | share | Increase | +0.40% | 4 shares | -21K | $415.17 | 1.00K |
| Q4 2021 | share | Increase | +0.70% | 7 shares | 45K | $437.77 | 1.00K |
| Q3 2021 | share | Increase | +0.30% | 3 shares | 3K | $394.4 | 995 |
| Q2 2021 | share | Decrease | -4.43% | -46 shares | 12K | $392.24 | 992 |
| Q1 2021 | share | Increase | +0.29% | 3 shares | 22K | $361.88 | 1.03K |
| Q4 2020 | share | Increase | +0.78% | 8 shares | 40K | $340.23 | 1.03K |
| Q3 2020 | share | Increase | +3.32% | 33 shares | 34K | $303.31 | 1.02K |
| Q2 2020 | share | Decrease | -18.79% | -230 shares | -8K | $278.24 | 994 |
| Q1 2020 | share | Decrease | -40.52% | -834 shares | -319K | $231.3 | 1.22K |
| Q4 2019 | share | Increase | +89.33% | 971 shares | 313K | $287.62 | 2.05K |
| Q3 2019 | share | Decrease | -27.10% | -404 shares | -105K | $263.78 | 1.08K |
| Q2 2019 | share | Increase | 0.00% | 1.49K shares | 401K | $259.21 | 1.49K |