VISTA WEALTH MANAGEMENT GROUP, LLC – Vanguard 500 Index Fund Transaction History
VISTA WEALTH MANAGEMENT GROUP, LLC portfolio value:
$11.26M
portfolio value
VISTA WEALTH MANAGEMENT GROUP, 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 | 0.00% | 0 shares | -9K | $328.3 | 32.36K | |
| Q2 2022 | share | Decrease | -0.58% | -189 shares | -2.24M | $346.88 | 32.36K |
| Q1 2022 | share | 0.00% | 0 shares | -697K | $415.17 | 32.54K | |
| Q4 2021 | share | Increase | +1.23% | 396 shares | 1.52M | $437.77 | 32.54K |
| Q3 2021 | share | Decrease | -48.26% | -29.98K shares | -11.77M | $394.4 | 32.15K |
| Q2 2021 | share | Decrease | -30.23% | -26.92K shares | -7.99M | $392.24 | 62.14K |
| Q1 2021 | share | 0.00% | 0 shares | 1.83M | $361.88 | 89.06K | |
| Q4 2020 | share | 0.00% | 0 shares | 3.20M | $340.23 | 89.06K | |
| Q3 2020 | share | Increase | +70.45% | 36.81K shares | 12.59M | $303.31 | 89.06K |
| Q2 2020 | share | Increase | 0.00% | 52.25K shares | 14.81M | $278.24 | 52.25K |
| Q1 2020 | share | Decrease | -100.00% | -3.26K shares | -965K | $231.3 | 0 |
| Q4 2019 | share | Increase | 0.00% | 3.26K shares | 965K | $287.62 | 3.26K |