KINGSVIEW WEALTH MANAGEMENT, LLC – Vanguard 500 Index Fund Transaction History
KINGSVIEW WEALTH MANAGEMENT, LLC portfolio value:
$9.54M
portfolio value
KINGSVIEW WEALTH MANAGEMENT, 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 | +2.85% | 806 shares | -260K | $328.3 | 29.07K |
| Q2 2022 | share | Increase | +15.60% | 3.81K shares | -870K | $346.88 | 28.26K |
| Q4 2021 | share | Increase | +3.51% | 829 shares | 1.35M | $437.77 | 24.45K |
| Q3 2021 | share | Increase | +7.32% | 1.61K shares | 607K | $394.4 | 23.62K |
| Q2 2021 | share | Increase | +11.80% | 2.32K shares | 1.46M | $392.24 | 22.01K |
| Q1 2021 | share | Increase | +52.91% | 6.81K shares | 2.82M | $361.88 | 19.68K |
| Q4 2020 | share | Increase | +57.83% | 4.71K shares | 1.91M | $340.23 | 12.87K |
| Q3 2020 | share | Decrease | -17.39% | -1.71K shares | -289K | $303.31 | 8.15K |
| Q2 2020 | share | Increase | +164.11% | 6.13K shares | 1.91M | $278.24 | 9.87K |
| Q1 2020 | share | Decrease | -18.77% | -864 shares | -477K | $231.3 | 3.73K |
| Q4 2019 | share | Increase | +3.28% | 146 shares | 147K | $287.62 | 4.60K |
| Q3 2019 | share | Decrease | -11.18% | -561 shares | -136K | $263.78 | 4.45K |
| Q2 2019 | share | Decrease | -50.60% | -5.14K shares | -1.28M | $259.21 | 5.01K |
| Q1 2019 | share | Decrease | -11.95% | -1.37K shares | -15K | $248.67 | 10.15K |
| Q4 2018 | share | Decrease | -1.65% | -194 shares | -482K | $218.96 | 11.53K |
| Q3 2018 | share | Increase | +7.54% | 822 shares | 411K | $253.05 | 11.73K |
| Q2 2018 | share | Decrease | -9.47% | -1.14K shares | -195K | $235.36 | 10.90K |
| Q1 2018 | share | Increase | +26.88% | 2.55K shares | 587K | $227.29 | 12.05K |
| Q4 2017 | share | Increase | +16.51% | 1.34K shares | 449K | $229.29 | 9.49K |
| Q3 2017 | share | Decrease | -1.34% | -111 shares | 46K | $214.67 | 8.15K |
| Q2 2017 | share | Increase | +62.67% | 3.18K shares | 736K | $205.52 | 8.26K |
| Q1 2017 | share | Increase | 0.00% | 5.07K shares | 1.09M | $199.34 | 5.07K |