ENCOMPASS WEALTH ADVISORS, LLC – Vanguard S&P 500 Value Index Fund Transaction History
ENCOMPASS WEALTH ADVISORS, LLC portfolio value:
$299,000
portfolio value
ENCOMPASS WEALTH ADVISORS, LLC quarter portfolio value change:
-6.56%
quarter
Vanguard S&P 500 Value Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -21K | $124.14 | 2.40K | |
| Q2 2022 | share | 0.00% | 0 shares | -43K | $132.86 | 2.40K | |
| Q1 2022 | share | Increase | +0.04% | 1 shares | -1K | $150.7 | 2.40K |
| Q4 2021 | share | 0.00% | 0 shares | 26K | $151.41 | 2.40K | |
| Q3 2021 | share | 0.00% | 0 shares | -5K | $140.64 | 2.40K | |
| Q2 2021 | share | 0.00% | 0 shares | 0 | $141.84 | 2.40K | |
| Q1 2021 | share | 0.00% | 0 shares | 45K | $135.31 | 2.40K | |
| Q4 2020 | share | Increase | 0.00% | 2.40K shares | 298K | $121.95 | 2.40K |