CURATED WEALTH PARTNERS LLC – Vanguard 500 Index Fund Transaction History
CURATED WEALTH PARTNERS LLC portfolio value:
$3.16M
portfolio value
CURATED WEALTH PARTNERS 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 | +23.63% | 1.84K shares | 459K | $328.3 | 9.64K |
| Q2 2022 | share | Increase | +81.86% | 3.51K shares | 836K | $346.88 | 7.8K |
| Q1 2022 | share | 0.00% | 0 shares | 0 | $415.17 | 4.28K | |
| Q4 2021 | share | Increase | +47.79% | 1.38K shares | 726K | $437.77 | 4.28K |
| Q3 2021 | share | Increase | +209.71% | 1.96K shares | 776K | $394.4 | 2.90K |
| Q2 2021 | share | Decrease | -9.82% | -102 shares | -10K | $392.24 | 937 |
| Q1 2021 | share | Decrease | -5.46% | -60 shares | 1K | $361.88 | 1.03K |
| Q4 2020 | share | Increase | 0.00% | 1.09K shares | 378K | $340.23 | 1.09K |