LAUREL WEALTH PLANNING LLC – Vanguard 500 Index Fund Transaction History
LAUREL WEALTH PLANNING LLC portfolio value:
$6.14M
portfolio value
LAUREL WEALTH PLANNING 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 | +0.54% | 100 shares | -313K | $328.3 | 18.72K |
| Q2 2022 | share | Increase | +8.05% | 1.38K shares | -695K | $346.88 | 18.62K |
| Q1 2022 | share | Decrease | -3.60% | -644 shares | -650K | $415.17 | 17.23K |
| Q4 2021 | share | Decrease | -7.49% | -1.44K shares | 182K | $437.77 | 17.87K |
| Q3 2021 | share | Decrease | -1.72% | -338 shares | -116K | $394.4 | 19.32K |
| Q2 2021 | share | Decrease | -0.21% | -41 shares | 560K | $392.24 | 19.66K |
| Q1 2021 | share | Increase | +8.39% | 1.52K shares | 930K | $361.88 | 19.70K |
| Q4 2020 | share | Increase | 0.00% | 18.18K shares | 6.24M | $340.23 | 18.18K |