U.S. CAPITAL WEALTH ADVISORS, LLC – Vanguard 500 Index Fund Transaction History
U.S. CAPITAL WEALTH ADVISORS, LLC portfolio value:
$2.06M
portfolio value
U.S. CAPITAL WEALTH ADVISORS, 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 | Decrease | -2.99% | -194 shares | -184K | $328.3 | 6.29K |
| Q2 2022 | share | Increase | +28.03% | 1.42K shares | 146K | $346.88 | 6.49K |
| Q1 2022 | share | Decrease | -18.40% | -1.14K shares | -607K | $415.17 | 5.06K |
| Q4 2021 | share | Decrease | -1.26% | -79 shares | 231K | $437.77 | 6.21K |
| Q3 2021 | share | Increase | 0.00% | 6.29K shares | 2.48M | $394.4 | 6.29K |