TRADITION WEALTH MANAGEMENT, LLC – Vanguard 500 Index Fund Transaction History
TRADITION WEALTH MANAGEMENT, LLC portfolio value:
$14.13M
portfolio value
TRADITION 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 | -10.37% | -4.98K shares | -2.52M | $328.3 | 43.06K |
| Q2 2022 | share | Increase | +6.09% | 2.75K shares | -2.13M | $346.88 | 48.05K |
| Q1 2022 | share | Increase | 0.00% | 2 shares | -969K | $415.17 | 45.29K |
| Q4 2021 | share | Increase | +37.67% | 12.39K shares | 6.79M | $437.77 | 45.29K |
| Q3 2021 | share | Increase | +9.84% | 2.94K shares | 1.18M | $394.4 | 32.89K |
| Q2 2021 | share | Increase | +12.26% | 3.27K shares | 2.06M | $392.24 | 29.95K |
| Q1 2021 | share | Decrease | -0.86% | -231 shares | 471K | $361.88 | 26.68K |
| Q4 2020 | share | Increase | 0.00% | 26.91K shares | 9.24M | $340.23 | 26.91K |