SHULMAN DEMEO ASSET MANAGEMENT LLC – Vanguard 500 Index Fund Transaction History
SHULMAN DEMEO ASSET MANAGEMENT LLC portfolio value:
$268,000
portfolio value
SHULMAN DEMEO ASSET 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 | +0.37% | 3 shares | -14K | $328.3 | 815 |
| Q2 2022 | share | 0.00% | 0 shares | -55K | $346.88 | 812 | |
| Q1 2022 | share | Increase | +0.37% | 3 shares | -16K | $415.17 | 812 |
| Q4 2021 | share | Increase | +0.62% | 5 shares | 36K | $437.77 | 809 |
| Q3 2021 | share | Increase | 0.00% | 804 shares | 317K | $394.4 | 804 |
| Q2 2021 | share | Decrease | -100.00% | -800 shares | -292K | $392.24 | 0 |
| Q1 2021 | share | Decrease | -0.99% | -8 shares | 14K | $361.88 | 800 |
| Q4 2020 | share | Decrease | -4.04% | -34 shares | 19K | $340.23 | 808 |
| Q3 2020 | share | Increase | +0.48% | 4 shares | 22K | $303.31 | 842 |
| Q2 2020 | share | Increase | 0.00% | 838 shares | 237K | $278.24 | 838 |
| Q1 2020 | share | Decrease | -100.00% | -826 shares | -244K | $231.3 | 0 |
| Q4 2019 | share | Increase | +0.98% | 8 shares | 21K | $287.62 | 826 |
| Q3 2019 | share | Decrease | -11.47% | -106 shares | -26K | $263.78 | 818 |
| Q2 2019 | share | 0.00% | 0 shares | 9K | $259.21 | 924 | |
| Q1 2019 | share | Increase | 0.00% | 924 shares | 240K | $248.67 | 924 |