SELECTIVE WEALTH MANAGEMENT, INC. – Vanguard 500 Index Fund Transaction History
SELECTIVE WEALTH MANAGEMENT, INC. portfolio value:
$25.03M
portfolio value
SELECTIVE WEALTH MANAGEMENT, INC. 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 | +12.59% | 8.52K shares | 1.54M | $328.3 | 76.24K |
| Q2 2022 | share | Increase | +515.86% | 56.72K shares | 18.92M | $346.88 | 67.72K |
| Q1 2022 | share | Decrease | -5.52% | -643 shares | -516K | $415.17 | 10.99K |
| Q4 2021 | share | Increase | +67.71% | 4.69K shares | 2.34M | $437.77 | 11.63K |
| Q3 2021 | share | Increase | +56.31% | 2.5K shares | 990K | $394.4 | 6.94K |
| Q2 2021 | share | 0.00% | 0 shares | 130K | $392.24 | 4.44K | |
| Q1 2021 | share | Decrease | -16.12% | -853 shares | -202K | $361.88 | 4.44K |
| Q4 2020 | share | 0.00% | 0 shares | 191K | $340.23 | 5.29K | |
| Q3 2020 | share | Increase | +723.17% | 4.65K shares | 1.44M | $303.31 | 5.29K |
| Q2 2020 | share | Increase | 0.00% | 643 shares | 182K | $278.24 | 643 |
| Q4 2019 | share | Decrease | -100.00% | -30 shares | -8K | $287.62 | 0 |
| Q3 2019 | share | Increase | 0.00% | 30 shares | 8K | $263.78 | 30 |