MERIDIAN WEALTH PARTNERS, LLC – Vanguard 500 Index Fund Transaction History
MERIDIAN WEALTH PARTNERS, LLC portfolio value:
$804,000
portfolio value
MERIDIAN 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 | +3.46% | 82 shares | -17K | $328.3 | 2.45K |
| Q2 2022 | share | Decrease | -0.42% | -10 shares | -166K | $346.88 | 2.36K |
| Q1 2022 | share | Decrease | -0.54% | -13 shares | -57K | $415.17 | 2.37K |
| Q4 2021 | share | Decrease | -1.77% | -43 shares | 84K | $437.77 | 2.39K |
| Q3 2021 | share | Decrease | -0.94% | -23 shares | -7K | $394.4 | 2.43K |
| Q2 2021 | share | Increase | +2.42% | 58 shares | 93K | $392.24 | 2.45K |
| Q1 2021 | share | Increase | +6.81% | 153 shares | 102K | $361.88 | 2.39K |
| Q4 2020 | share | Decrease | -2.14% | -49 shares | 66K | $340.23 | 2.24K |
| Q3 2020 | share | Increase | +9.97% | 208 shares | 114K | $303.31 | 2.29K |
| Q2 2020 | share | Increase | +97.45% | 1.03K shares | 342K | $278.24 | 2.08K |
| Q1 2020 | share | Increase | +18.23% | 163 shares | -14K | $231.3 | 1.05K |
| Q4 2019 | share | Increase | 0.00% | 894 shares | 264K | $287.62 | 894 |