JOSEPH P. LUCIA & ASSOCIATES, LLC – Vanguard 500 Index Fund Transaction History
JOSEPH P. LUCIA & ASSOCIATES, LLC portfolio value:
$0
portfolio value
JOSEPH P. LUCIA & ASSOCIATES, 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 | Decrease | -100.00% | -477 shares | -165K | $328.3 | 0 |
| Q2 2022 | share | 0.00% | 0 shares | -33K | $346.88 | 477 | |
| Q1 2022 | share | 0.00% | 0 shares | -10K | $415.17 | 477 | |
| Q4 2021 | share | Increase | +13.03% | 55 shares | 42K | $437.77 | 477 |
| Q3 2021 | share | Decrease | -3.43% | -15 shares | -6K | $394.4 | 422 |
| Q2 2021 | share | 0.00% | 0 shares | 13K | $392.24 | 437 | |
| Q1 2021 | share | 0.00% | 0 shares | 9K | $361.88 | 437 | |
| Q4 2020 | share | Increase | 0.00% | 437 shares | 150K | $340.23 | 437 |
| Q3 2020 | share | Decrease | -100.00% | -120 shares | -34K | $303.31 | 0 |
| Q2 2020 | share | Increase | 0.00% | 120 shares | 34K | $278.24 | 120 |