BORDEAUX WEALTH ADVISORS LLC – Vanguard 500 Index Fund Transaction History
BORDEAUX WEALTH ADVISORS LLC portfolio value:
$486,000
portfolio value
BORDEAUX 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 | Increase | +6.47% | 90 shares | 3K | $328.3 | 1.48K |
Q2 2022 | share | Increase | +2.13% | 29 shares | -82K | $346.88 | 1.39K |
Q1 2022 | share | Increase | +0.74% | 10 shares | -25K | $415.17 | 1.36K |
Q4 2021 | share | 0.00% | 0 shares | 57K | $437.77 | 1.35K | |
Q3 2021 | share | Decrease | -0.66% | -9 shares | -3K | $394.4 | 1.35K |
Q2 2021 | share | 0.00% | 0 shares | 40K | $392.24 | 1.36K | |
Q1 2021 | share | 0.00% | 0 shares | 28K | $361.88 | 1.36K | |
Q4 2020 | share | Increase | 0.00% | 1.36K shares | 468K | $340.23 | 1.36K |