CROWN WEALTH GROUP, LLC – Vanguard 500 Index Fund Transaction History
CROWN WEALTH GROUP, LLC portfolio value:
$731,000
portfolio value
CROWN WEALTH GROUP, 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 | +2.06% | 45 shares | -26K | $328.3 | 2.22K |
| Q2 2022 | share | Decrease | -8.47% | -202 shares | -233K | $346.88 | 2.18K |
| Q1 2022 | share | Increase | +75.88% | 1.02K shares | 398K | $415.17 | 2.38K |
| Q4 2021 | share | Increase | 0.00% | 1.35K shares | 592K | $437.77 | 1.35K |