WIPFLI FINANCIAL ADVISORS LLC, – Vanguard 500 Index Fund Transaction History
WIPFLI FINANCIAL ADVISORS LLC, portfolio value:
$1.41M
portfolio value
WIPFLI FINANCIAL 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 | +92.92% | 2.07K shares | 645.23K | $328.3 | 4.30K |
| Q2 2022 | share | Decrease | -34.86% | -1.19K shares | -647.99K | $346.88 | 2.23K |
| Q1 2022 | share | Increase | +32.39% | 838 shares | 292.24K | $415.17 | 3.42K |
| Q4 2021 | share | Increase | +150.44% | 1.55K shares | 722.02K | $437.77 | 2.58K |
| Q3 2021 | share | Decrease | -6.52% | -72 shares | -27.39K | $394.4 | 1.03K |
| Q2 2021 | share | Decrease | -33.83% | -565 shares | -173.65K | $392.24 | 1.10K |
| Q1 2021 | share | Increase | +8.79% | 135 shares | 80.82K | $361.88 | 1.67K |
| Q4 2020 | share | Increase | 0.00% | 1.53K shares | 527.73K | $340.23 | 1.53K |