BEAM WEALTH ADVISORS, INC. – Vanguard Value Index Fund Transaction History
BEAM WEALTH ADVISORS, INC. portfolio value:
$508,000
portfolio value
BEAM WEALTH ADVISORS, INC. quarter portfolio value change:
-6.37%
quarter
Vanguard Value Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.75% | -31 shares | -38K | $123.48 | 4.11K |
| Q2 2022 | share | Increase | +58.86% | 1.53K shares | 161K | $131.88 | 4.14K |
| Q1 2022 | share | Decrease | -3.37% | -91 shares | -12K | $147.78 | 2.60K |
| Q4 2021 | share | Decrease | -36.54% | -1.55K shares | -179K | $147.05 | 2.69K |
| Q3 2021 | share | Decrease | -9.91% | -468 shares | -73K | $135.37 | 4.25K |
| Q2 2021 | share | Increase | +7.08% | 312 shares | 69K | $136.66 | 4.72K |
| Q1 2021 | share | Increase | +11.56% | 457 shares | 110K | $129.99 | 4.40K |
| Q4 2020 | share | Increase | +4.72% | 178 shares | 76K | $117 | 3.95K |
| Q3 2020 | share | Increase | +14.57% | 480 shares | 61K | $102.1 | 3.77K |
| Q2 2020 | share | Increase | +14.30% | 412 shares | 76K | $96.62 | 3.29K |
| Q1 2020 | share | Increase | +6.03% | 164 shares | -69K | $85.73 | 2.88K |
| Q4 2019 | share | Increase | 0.00% | 2.71K shares | 326K | $114.41 | 2.71K |