WEALTH DIMENSIONS GROUP, LTD. – Vanguard 500 Index Fund Transaction History
WEALTH DIMENSIONS GROUP, LTD. portfolio value:
$544,000
portfolio value
WEALTH DIMENSIONS GROUP, LTD. 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 | +0.06% | 1 shares | -30K | $328.3 | 1.65K |
| Q2 2022 | share | Increase | +16.29% | 232 shares | -17K | $346.88 | 1.65K |
| Q1 2022 | share | Increase | +0.07% | 1 shares | -30K | $415.17 | 1.42K |
| Q4 2021 | share | Increase | +0.14% | 2 shares | 60K | $437.77 | 1.42K |
| Q3 2021 | share | Increase | +3.72% | 51 shares | 22K | $394.4 | 1.42K |
| Q2 2021 | share | Increase | +2.09% | 28 shares | 50K | $392.24 | 1.37K |
| Q1 2021 | share | Increase | +0.30% | 4 shares | 29K | $361.88 | 1.34K |
| Q4 2020 | share | Increase | 0.00% | 1.33K shares | 460K | $340.23 | 1.33K |