CENTER FOR FINANCIAL PLANNING, INC. – Vanguard 500 Index Fund Transaction History
CENTER FOR FINANCIAL PLANNING, INC. portfolio value:
$121.88M
portfolio value
CENTER FOR FINANCIAL PLANNING, 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 | +0.93% | 3.41K shares | -5.71M | $328.3 | 371.25K |
| Q2 2022 | share | Decrease | -8.91% | -35.98K shares | -40.06M | $346.88 | 367.84K |
| Q1 2022 | share | Increase | +7.82% | 29.28K shares | 4.14M | $415.17 | 403.83K |
| Q4 2021 | share | Increase | +48.16% | 121.75K shares | 63.81M | $437.77 | 374.55K |
| Q3 2021 | share | Increase | +14.02% | 31.08K shares | 12.45M | $394.4 | 252.79K |
| Q2 2021 | share | Increase | +2.01% | 4.37K shares | 8.07M | $392.24 | 221.71K |
| Q1 2021 | share | Increase | +5.24% | 10.82K shares | 8.20M | $361.88 | 217.34K |
| Q4 2020 | share | Increase | +7.58% | 14.55K shares | 11.92M | $340.23 | 206.51K |
| Q3 2020 | share | Increase | +19.84% | 31.78K shares | 13.65M | $303.31 | 191.96K |
| Q2 2020 | share | Increase | +7.78% | 11.56K shares | 10.20M | $278.24 | 160.17K |
| Q1 2020 | share | Decrease | -1.12% | -1.68K shares | -9.26M | $231.3 | 148.60K |
| Q4 2019 | share | Increase | 0.00% | 150.28K shares | 44.45M | $287.62 | 150.28K |