OPES WEALTH MANAGEMENT LLC – Vanguard 500 Index Fund Transaction History
OPES WEALTH MANAGEMENT LLC portfolio value:
$306,000
portfolio value
OPES WEALTH MANAGEMENT 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 | +7.13% | 62 shares | 4K | $328.3 | 932 |
| Q2 2022 | share | Increase | 0.00% | 870 shares | 302K | $346.88 | 870 |