HILLCREST WEALTH ADVISORS - NY, LLC – Vanguard 500 Index Fund Transaction History
HILLCREST WEALTH ADVISORS - NY, LLC portfolio value:
$32.78M
portfolio value
HILLCREST WEALTH ADVISORS - NY, 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 | +1.20% | 1.18K shares | -1.44M | $328.3 | 99.87K |
| Q2 2022 | share | Increase | +6.30% | 5.84K shares | -4.12M | $346.88 | 98.69K |
| Q1 2022 | share | Increase | +9.74% | 8.23K shares | 1.42M | $415.17 | 92.84K |
| Q4 2021 | share | Increase | +8.81% | 6.85K shares | 6.27M | $437.77 | 84.60K |
| Q3 2021 | share | Increase | +7.16% | 5.19K shares | 2.11M | $394.4 | 77.75K |
| Q2 2021 | share | Increase | +5.24% | 3.61K shares | 3.43M | $392.24 | 72.56K |
| Q1 2021 | share | Increase | +10.48% | 6.54K shares | 3.66M | $361.88 | 68.94K |
| Q4 2020 | share | Increase | +4.74% | 2.82K shares | 3.11M | $340.23 | 62.40K |
| Q3 2020 | share | Increase | +13.22% | 6.95K shares | 3.41M | $303.31 | 59.58K |
| Q2 2020 | share | Decrease | -3.53% | -1.92K shares | 1.99M | $278.24 | 52.62K |
| Q1 2020 | share | Increase | +24.32% | 10.67K shares | -61K | $231.3 | 54.55K |
| Q4 2019 | share | Decrease | -0.47% | -208 shares | 962K | $287.62 | 43.88K |
| Q3 2019 | share | Increase | +11.31% | 4.48K shares | 1.35M | $263.78 | 44.08K |
| Q2 2019 | share | Increase | +10.67% | 3.81K shares | 1.37M | $259.21 | 39.60K |
| Q1 2019 | share | Decrease | -0.62% | -225 shares | 1.01M | $248.67 | 35.79K |
| Q4 2018 | share | Increase | 0.00% | 36.01K shares | 8.27M | $218.96 | 36.01K |