ALTA WEALTH ADVISORS LLC – Vanguard 500 Index Fund Transaction History
ALTA WEALTH ADVISORS LLC portfolio value:
$447,000
portfolio value
ALTA WEALTH 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 | 0.00% | 0 shares | -24K | $328.3 | 1.36K | |
| Q2 2022 | share | Decrease | -2.01% | -28 shares | -106K | $346.88 | 1.36K |
| Q1 2022 | share | Decrease | -3.81% | -55 shares | -54K | $415.17 | 1.39K |
| Q4 2021 | share | Decrease | -2.56% | -38 shares | 46K | $437.77 | 1.44K |
| Q3 2021 | share | Decrease | -4.81% | -75 shares | -28K | $394.4 | 1.48K |
| Q2 2021 | share | Decrease | -9.84% | -170 shares | -17K | $392.24 | 1.55K |
| Q1 2021 | share | Decrease | -0.29% | -5 shares | 34K | $361.88 | 1.72K |
| Q4 2020 | share | Increase | 0.00% | 1.73K shares | 596K | $340.23 | 1.73K |