WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC – Vanguard 500 Index Fund Transaction History
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC portfolio value:
$1.55M
portfolio value
WALLED LAKE PLANNING & WEALTH MANAGEMENT, 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 | Increase | +1.92% | 89 shares | -57K | $328.3 | 4.73K |
| Q2 2022 | share | Increase | +4.81% | 213 shares | -229K | $346.88 | 4.64K |
| Q1 2022 | share | Decrease | -14.34% | -742 shares | -419K | $415.17 | 4.43K |
| Q4 2021 | share | Increase | +35.37% | 1.35K shares | 752K | $437.77 | 5.17K |
| Q3 2021 | share | Increase | +3.69% | 136 shares | 57K | $394.4 | 3.82K |
| Q2 2021 | share | Increase | +1.63% | 59 shares | 129K | $392.24 | 3.68K |
| Q1 2021 | share | Increase | +3.99% | 139 shares | 122K | $361.88 | 3.62K |
| Q4 2020 | share | Increase | +5.95% | 196 shares | 186K | $340.23 | 3.48K |
| Q3 2020 | share | Increase | +4.38% | 138 shares | 119K | $303.31 | 3.29K |
| Q2 2020 | share | Increase | +8.09% | 236 shares | 203K | $278.24 | 3.15K |
| Q1 2020 | share | Increase | 0.00% | 2.91K shares | 691K | $231.3 | 2.91K |