CFM WEALTH PARTNERS LLC – Vanguard 500 Index Fund Transaction History
CFM WEALTH PARTNERS LLC portfolio value:
$2.21M
portfolio value
CFM WEALTH PARTNERS 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 | +0.16% | 11 shares | -121K | $328.3 | 6.73K |
| Q2 2022 | share | Decrease | -1.78% | -122 shares | -510K | $346.88 | 6.72K |
| Q1 2022 | share | Decrease | -0.42% | -29 shares | -178K | $415.17 | 6.84K |
| Q4 2021 | share | Decrease | -7.90% | -590 shares | 76K | $437.77 | 6.87K |
| Q3 2021 | share | Increase | +1.58% | 116 shares | 52K | $394.4 | 7.46K |
| Q2 2021 | share | Decrease | -0.04% | -3 shares | 214K | $392.24 | 7.34K |
| Q1 2021 | share | Decrease | -10.25% | -840 shares | -138K | $361.88 | 7.35K |
| Q4 2020 | share | Decrease | -7.30% | -645 shares | 98K | $340.23 | 8.19K |
| Q3 2020 | share | Decrease | -5.73% | -537 shares | 60K | $303.31 | 8.83K |
| Q2 2020 | share | Decrease | -7.34% | -743 shares | 262K | $278.24 | 9.37K |
| Q1 2020 | share | Increase | +0.87% | 87 shares | -653K | $231.3 | 10.11K |
| Q4 2019 | share | Increase | 0.00% | 10.03K shares | 3.04M | $287.62 | 10.03K |