EVOLUTION WEALTH ADVISORS, LLC – Vanguard 500 Index Fund Transaction History
EVOLUTION WEALTH ADVISORS, LLC portfolio value:
$1.81M
portfolio value
EVOLUTION 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 | Increase | +60.98% | 2.09K shares | 625K | $328.3 | 5.53K |
| Q2 2022 | share | Increase | +13.02% | 396 shares | -70K | $346.88 | 3.43K |
| Q1 2022 | share | Increase | +0.86% | 26 shares | -54K | $415.17 | 3.04K |
| Q4 2021 | share | 0.00% | 0 shares | 127K | $437.77 | 3.01K | |
| Q3 2021 | share | 0.00% | 0 shares | 3K | $394.4 | 3.01K | |
| Q2 2021 | share | 0.00% | 0 shares | 88K | $392.24 | 3.01K | |
| Q1 2021 | share | Decrease | -11.58% | -395 shares | -74K | $361.88 | 3.01K |
| Q4 2020 | share | Decrease | -31.94% | -1.6K shares | -369K | $340.23 | 3.41K |
| Q3 2020 | share | Decrease | -0.83% | -42 shares | 109K | $303.31 | 5.01K |
| Q2 2020 | share | Decrease | -51.66% | -5.39K shares | -1.04M | $278.24 | 5.05K |
| Q1 2020 | share | Increase | +150.72% | 6.28K shares | 1.24M | $231.3 | 10.45K |
| Q4 2019 | share | Increase | 0.00% | 4.16K shares | 1.23M | $287.62 | 4.16K |
| Q3 2019 | share | Decrease | -100.00% | -4.35K shares | -1.17M | $263.78 | 0 |
| Q2 2019 | share | Increase | +1.23% | 53 shares | 62K | $259.21 | 4.35K |
| Q1 2019 | share | Decrease | -77.39% | -14.73K shares | -3.25M | $248.67 | 4.30K |
| Q4 2018 | share | Increase | 0.00% | 19.04K shares | 4.37M | $218.96 | 19.04K |