PHYSICIAN WEALTH ADVISORS, INC. – Vanguard Large Cap Index Fund Transaction History
PHYSICIAN WEALTH ADVISORS, INC. portfolio value:
$740,000
portfolio value
PHYSICIAN WEALTH ADVISORS, INC. quarter portfolio value change:
-5.10%
quarter
Vanguard Large Cap Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.02% | 1 shares | -65K | $163.56 | 4.28K |
| Q2 2022 | share | Increase | +0.07% | 3 shares | -38K | $172.35 | 4.28K |
| Q1 2022 | share | Decrease | -3.47% | -154 shares | -114K | $208.49 | 4.28K |
| Q4 2021 | share | 0.00% | 0 shares | 29K | $220.97 | 4.43K | |
| Q3 2021 | share | 0.00% | 0 shares | 22K | $200.92 | 4.43K | |
| Q2 2021 | share | Increase | +0.02% | 1 shares | 63K | $200.14 | 4.43K |
| Q1 2021 | share | 0.00% | 0 shares | 25K | $184.16 | 4.43K | |
| Q4 2020 | share | Increase | +3.11% | 134 shares | 155K | $174.08 | 4.43K |
| Q3 2020 | share | Decrease | -0.32% | -14 shares | -9K | $154.35 | 4.30K |
| Q2 2020 | share | Increase | +12.16% | 468 shares | 177K | $140.53 | 4.31K |
| Q1 2020 | share | Increase | +19.53% | 629 shares | 10K | $115.87 | 3.84K |
| Q4 2019 | share | 0.00% | 0 shares | 21K | $143.88 | 3.22K | |
| Q3 2019 | share | Increase | 0.00% | 3.22K shares | 464K | $132 | 3.22K |