MERIDIAN WEALTH ADVISORS, LLC – Vanguard 500 Index Fund Transaction History
MERIDIAN WEALTH ADVISORS, LLC portfolio value:
$1.04M
portfolio value
MERIDIAN 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 | +28.87% | 713 shares | 188K | $328.3 | 3.18K |
| Q2 2022 | share | Increase | +160.00% | 1.52K shares | 463K | $346.88 | 2.47K |
| Q1 2022 | share | Decrease | -85.81% | -5.74K shares | -2.52M | $415.17 | 950 |
| Q4 2021 | share | Increase | +490.91% | 5.56K shares | 2.47M | $437.77 | 6.69K |
| Q3 2021 | share | Increase | +19.64% | 186 shares | 74K | $394.4 | 1.13K |
| Q2 2021 | share | Increase | +4.99% | 45 shares | 44K | $392.24 | 947 |
| Q1 2021 | share | 0.00% | 0 shares | 19K | $361.88 | 902 | |
| Q4 2020 | share | Increase | +13.32% | 106 shares | 65K | $340.23 | 902 |
| Q3 2020 | share | Decrease | -50.13% | -800 shares | -207K | $303.31 | 796 |
| Q2 2020 | share | Increase | 0.00% | 1.59K shares | 452K | $278.24 | 1.59K |
| Q1 2020 | share | Decrease | -100.00% | -408 shares | -121K | $231.3 | 0 |
| Q4 2019 | share | Increase | 0.00% | 408 shares | 121K | $287.62 | 408 |
| Q1 2019 | share | Decrease | -100.00% | -200 shares | -46K | $248.67 | 0 |
| Q4 2018 | share | Increase | 0.00% | 200 shares | 46K | $218.96 | 200 |