HIGHMARK WEALTH MANAGEMENT LLC – Vanguard 500 Index Fund Transaction History
HIGHMARK WEALTH MANAGEMENT LLC portfolio value:
$20,000
portfolio value
HIGHMARK WEALTH MANAGEMENT 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 | +1.67% | 1 shares | -1K | $328.3 | 61 |
| Q2 2022 | share | 0.00% | 0 shares | -4K | $346.88 | 60 | |
| Q1 2022 | share | 0.00% | 0 shares | -1K | $415.17 | 60 | |
| Q4 2021 | share | 0.00% | 0 shares | 2K | $437.77 | 60 | |
| Q3 2021 | share | Increase | +1.69% | 1 shares | 1K | $394.4 | 60 |
| Q2 2021 | share | Increase | +59.46% | 22 shares | 9K | $392.24 | 59 |
| Q1 2021 | share | Increase | +1133.33% | 34 shares | 13K | $361.88 | 37 |
| Q4 2020 | share | 0.00% | 0 shares | 0 | $340.23 | 3 | |
| Q3 2020 | share | 0.00% | 0 shares | 0 | $303.31 | 3 | |
| Q2 2020 | share | Increase | 0.00% | 3 shares | 1K | $278.24 | 3 |