PHYSICIAN WEALTH ADVISORS, INC. – Vanguard 500 Index Fund Transaction History
PHYSICIAN WEALTH ADVISORS, INC. portfolio value:
$1.19M
portfolio value
PHYSICIAN WEALTH ADVISORS, INC. 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 | +0.26% | 9 shares | -103K | $328.3 | 3.44K |
| Q2 2022 | share | Decrease | -27.94% | -1.33K shares | -583K | $346.88 | 3.43K |
| Q1 2022 | share | Increase | +0.10% | 5 shares | -162K | $415.17 | 4.77K |
| Q4 2021 | share | Increase | +0.15% | 7 shares | 92K | $437.77 | 4.76K |
| Q3 2021 | share | Increase | +4.62% | 210 shares | 130K | $394.4 | 4.75K |
| Q2 2021 | share | Decrease | -1.34% | -62 shares | 99K | $392.24 | 4.54K |
| Q1 2021 | share | Increase | +4.65% | 205 shares | 139K | $361.88 | 4.61K |
| Q4 2020 | share | Decrease | -10.54% | -519 shares | 89K | $340.23 | 4.40K |
| Q3 2020 | share | Decrease | -9.10% | -493 shares | -177K | $303.31 | 4.92K |
| Q2 2020 | share | Decrease | -13.51% | -846 shares | 64K | $278.24 | 5.41K |
| Q1 2020 | share | Decrease | -14.40% | -1.05K shares | -597K | $231.3 | 6.26K |
| Q4 2019 | share | Decrease | -1.32% | -98 shares | 70K | $287.62 | 7.31K |
| Q3 2019 | share | Increase | 0.00% | 7.41K shares | 2.13M | $263.78 | 7.41K |