BEAM WEALTH ADVISORS, INC. – Vanguard 500 Index Fund Transaction History
BEAM WEALTH ADVISORS, INC. portfolio value:
$425,000
portfolio value
BEAM WEALTH ADVISORS, 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 | Increase | +0.94% | 12 shares | -20K | $328.3 | 1.29K |
| Q2 2022 | share | Increase | +25.17% | 258 shares | 20K | $346.88 | 1.28K |
| Q1 2022 | share | Decrease | -12.69% | -149 shares | -88K | $415.17 | 1.02K |
| Q4 2021 | share | Decrease | -16.38% | -230 shares | -41K | $437.77 | 1.17K |
| Q3 2021 | share | Increase | +4.70% | 63 shares | 26K | $394.4 | 1.40K |
| Q2 2021 | share | Increase | +73.93% | 570 shares | 247K | $392.24 | 1.34K |
| Q1 2021 | share | Increase | +10.78% | 75 shares | 42K | $361.88 | 771 |
| Q4 2020 | share | Increase | 0.00% | 696 shares | 239K | $340.23 | 696 |