ELK RIVER WEALTH MANAGEMENT, LLC – Vanguard 500 Index Fund Transaction History
ELK RIVER WEALTH MANAGEMENT, LLC portfolio value:
$367,000
portfolio value
ELK RIVER 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 | -20.57% | -288 shares | -121K | $328.3 | 1.11K |
| Q2 2022 | share | Decrease | -4.96% | -73 shares | -124K | $346.88 | 1.4K |
| Q1 2022 | share | Decrease | -2.96% | -45 shares | -51K | $415.17 | 1.47K |
| Q4 2021 | share | Increase | +4.83% | 70 shares | 90K | $437.77 | 1.51K |
| Q3 2021 | share | Decrease | -6.22% | -96 shares | -37K | $394.4 | 1.44K |
| Q2 2021 | share | Increase | +7.60% | 109 shares | 87K | $392.24 | 1.54K |
| Q1 2021 | share | Decrease | -4.46% | -67 shares | 7K | $361.88 | 1.43K |
| Q4 2020 | share | Increase | 0.00% | 1.50K shares | 516K | $340.23 | 1.50K |