WEST FINANCIAL ADVISORS, LLC – Vanguard 500 Index Fund Transaction History
WEST FINANCIAL ADVISORS, LLC portfolio value:
$5.33M
portfolio value
WEST 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 | +2.50% | 396 shares | -165K | $328.3 | 16.25K |
| Q2 2022 | share | Decrease | -1.69% | -273 shares | -1.19M | $346.88 | 15.85K |
| Q1 2022 | share | Increase | +649.40% | 13.97K shares | 5.75M | $415.17 | 16.12K |
| Q4 2021 | share | Decrease | -5.32% | -121 shares | 43K | $437.77 | 2.15K |
| Q3 2021 | share | Increase | 0.00% | 2.27K shares | 897K | $394.4 | 2.27K |