BENCHMARK FINANCIAL WEALTH ADVISORS, LLC – Vanguard 500 Index Fund Transaction History
BENCHMARK FINANCIAL WEALTH ADVISORS, LLC portfolio value:
$336,000
portfolio value
BENCHMARK FINANCIAL WEALTH ADVISORS, 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 | -13.15% | -155 shares | -73K | $328.3 | 1.02K |
| Q2 2022 | share | Increase | +72.37% | 495 shares | 125K | $346.88 | 1.17K |
| Q1 2022 | share | Decrease | -1.16% | -8 shares | -18K | $415.17 | 684 |
| Q4 2021 | share | Increase | +0.58% | 4 shares | 31K | $437.77 | 692 |
| Q3 2021 | share | Increase | +1.93% | 13 shares | 5K | $394.4 | 688 |
| Q2 2021 | share | Increase | 0.00% | 675 shares | 266K | $392.24 | 675 |
| Q1 2021 | share | Decrease | -100.00% | -1.05K shares | -363K | $361.88 | 0 |
| Q4 2020 | share | Decrease | -2.31% | -25 shares | 30K | $340.23 | 1.05K |
| Q3 2020 | share | Increase | +0.46% | 5 shares | 28K | $303.31 | 1.08K |
| Q2 2020 | share | Increase | +21.03% | 187 shares | 95K | $278.24 | 1.07K |
| Q1 2020 | share | Increase | +23.64% | 170 shares | -3K | $231.3 | 889 |
| Q4 2019 | share | Increase | 0.00% | 719 shares | 213K | $287.62 | 719 |