BAKER TILLY WEALTH MANAGEMENT, LLC – Vanguard 500 Index Fund Transaction History
BAKER TILLY WEALTH MANAGEMENT, LLC portfolio value:
$8.62M
portfolio value
BAKER TILLY 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 | Decrease | -1.26% | -336 shares | -604K | $328.3 | 26.26K |
| Q2 2022 | share | Increase | +3.36% | 866 shares | -1.45M | $346.88 | 26.60K |
| Q1 2022 | share | Increase | +10.78% | 2.50K shares | 543K | $415.17 | 25.73K |
| Q4 2021 | share | Increase | +995.85% | 21.11K shares | 9.30M | $437.77 | 23.23K |
| Q3 2021 | share | Increase | +28.48% | 470 shares | 187K | $394.4 | 2.12K |
| Q2 2021 | share | Increase | +0.06% | 1 shares | 82K | $392.24 | 1.65K |
| Q4 2020 | share | Increase | 0.00% | 1.64K shares | 567K | $340.23 | 1.64K |