POWELL INVESTMENT ADVISORS, LLC – Vanguard 500 Index Fund Transaction History
POWELL INVESTMENT ADVISORS, LLC portfolio value:
$69,000
portfolio value
POWELL INVESTMENT ADVISORS, 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 | +0.48% | 1 shares | -4K | $328.3 | 210 |
| Q2 2022 | share | Increase | +161.25% | 129 shares | 40K | $346.88 | 209 |
| Q1 2022 | share | 0.00% | 0 shares | -2K | $415.17 | 80 | |
| Q4 2021 | share | Increase | 0.00% | 80 shares | 35K | $437.77 | 80 |
| Q3 2021 | share | Decrease | -100.00% | -79 shares | -31K | $394.4 | 0 |
| Q2 2021 | share | 0.00% | 0 shares | 2K | $392.24 | 79 | |
| Q1 2021 | share | Increase | 0.00% | 79 shares | 29K | $361.88 | 79 |