SKYOAK WEALTH, LLC – Vanguard 500 Index Fund Transaction History
SKYOAK WEALTH, LLC portfolio value:
$2.15M
portfolio value
SKYOAK WEALTH, 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 | +3.58% | 227 shares | -44K | $328.3 | 6.56K |
| Q2 2022 | share | Decrease | -16.33% | -1.23K shares | -946K | $346.88 | 6.33K |
| Q1 2022 | share | Decrease | -3.74% | -294 shares | -290K | $415.17 | 7.57K |
| Q4 2021 | share | Increase | 0.00% | 7.86K shares | 3.43M | $437.77 | 7.86K |
| Q2 2021 | share | Decrease | -100.00% | -522 shares | -200K | $392.24 | 0 |
| Q1 2021 | share | Decrease | -92.39% | -6.33K shares | -2.15M | $361.88 | 522 |
| Q4 2020 | share | Decrease | -0.16% | -11 shares | 243K | $340.23 | 6.85K |
| Q3 2020 | share | Increase | 0.00% | 6.87K shares | 2.11M | $303.31 | 6.87K |
| Q1 2020 | share | Decrease | -100.00% | -2.09K shares | -620K | $231.3 | 0 |
| Q4 2019 | share | Increase | 0.00% | 2.09K shares | 620K | $287.62 | 2.09K |