MARKS GROUP WEALTH MANAGEMENT, INC – Vanguard 500 Index Fund Transaction History
MARKS GROUP WEALTH MANAGEMENT, INC portfolio value:
$2.68M
portfolio value
MARKS GROUP WEALTH MANAGEMENT, INC 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 | Decrease | -0.40% | -33 shares | -163K | $328.3 | 8.18K |
| Q2 2022 | share | Increase | +7.90% | 602 shares | -312K | $346.88 | 8.22K |
| Q1 2022 | share | Decrease | -6.63% | -541 shares | -400K | $415.17 | 7.61K |
| Q4 2021 | share | Decrease | -100.00% | -7.99K shares | -3.15M | $437.77 | 0 |
| Q3 2021 | share | Increase | +782.78% | 7.09K shares | 2.79M | $394.4 | 7.99K |
| Q2 2021 | share | 0.00% | 0 shares | 26K | $392.24 | 906 | |
| Q1 2021 | share | 0.00% | 0 shares | 19K | $361.88 | 906 | |
| Q4 2020 | share | Increase | +10.49% | 86 shares | 59K | $340.23 | 906 |
| Q3 2020 | share | 0.00% | 0 shares | 20K | $303.31 | 820 | |
| Q2 2020 | share | Increase | 0.00% | 820 shares | 232K | $278.24 | 820 |
| Q1 2020 | share | Decrease | -100.00% | -720 shares | -213K | $231.3 | 0 |
| Q4 2019 | share | Increase | 0.00% | 720 shares | 213K | $287.62 | 720 |