PBMARES WEALTH MANAGEMENT LLC – Vanguard Large Cap Index Fund Transaction History
PBMARES WEALTH MANAGEMENT LLC portfolio value:
$342,000
portfolio value
PBMARES WEALTH MANAGEMENT LLC 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 | 0.00% | 0 shares | -18K | $163.56 | 2.09K | |
| Q2 2022 | share | Decrease | -23.67% | -648 shares | -211K | $172.35 | 2.09K |
| Q1 2022 | share | Decrease | -9.07% | -273 shares | -94K | $208.49 | 2.73K |
| Q4 2021 | share | Decrease | -0.56% | -17 shares | 57K | $220.97 | 3.01K |
| Q3 2021 | share | Increase | +0.20% | 6 shares | 1K | $200.92 | 3.02K |
| Q2 2021 | share | Decrease | -58.09% | -4.18K shares | -729K | $200.14 | 3.02K |
| Q1 2021 | share | Increase | 0.00% | 7.21K shares | 1.33M | $184.16 | 7.21K |
| Q2 2020 | share | Decrease | -100.00% | -2.00K shares | -237K | $140.53 | 0 |
| Q1 2020 | share | Increase | 0.00% | 2.00K shares | 237K | $115.87 | 2.00K |