MBM WEALTH CONSULTANTS, LLC – Vanguard 500 Index Fund Transaction History
MBM WEALTH CONSULTANTS, LLC portfolio value:
$19.57M
portfolio value
MBM WEALTH CONSULTANTS, 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 | Increase | +9.26% | 4.89K shares | 1.13M | $328.3 | 57.83K |
| Q2 2022 | share | Increase | +4.13% | 2.09K shares | -2.66M | $346.88 | 52.93K |
| Q1 2022 | share | Increase | +55.73% | 18.19K shares | 6.85M | $415.17 | 50.83K |
| Q4 2021 | share | Increase | +9.82% | 2.92K shares | 2.52M | $437.77 | 32.64K |
| Q3 2021 | share | Increase | +3.54% | 1.01K shares | 431K | $394.4 | 29.72K |
| Q2 2021 | share | Increase | +5.16% | 1.40K shares | 1.35M | $392.24 | 28.70K |
| Q1 2021 | share | Increase | +4.35% | 1.13K shares | 952K | $361.88 | 27.29K |
| Q4 2020 | share | Increase | +10.73% | 2.53K shares | 1.72M | $340.23 | 26.15K |
| Q3 2020 | share | Increase | +9.59% | 2.06K shares | 1.15M | $303.31 | 23.62K |
| Q2 2020 | share | Increase | +50.07% | 7.19K shares | 2.70M | $278.24 | 21.55K |
| Q1 2020 | share | Increase | +22.81% | 2.66K shares | -58K | $231.3 | 14.36K |
| Q4 2019 | share | Increase | +8.84% | 950 shares | 531K | $287.62 | 11.69K |
| Q3 2019 | share | Decrease | -1.94% | -213 shares | -56K | $263.78 | 10.74K |
| Q2 2019 | share | Decrease | -0.40% | -44 shares | 129K | $259.21 | 10.95K |
| Q1 2019 | share | Decrease | -3.74% | -428 shares | 229K | $248.67 | 11.00K |
| Q4 2018 | share | Increase | 0.00% | 11.43K shares | 2.62M | $218.96 | 11.43K |