RIDGECREST WEALTH PARTNERS, LLC – Vanguard 500 Index Fund Transaction History
RIDGECREST WEALTH PARTNERS, LLC portfolio value:
$3.90M
portfolio value
RIDGECREST WEALTH PARTNERS, 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 | +0.80% | 95 shares | -188K | $328.3 | 11.90K |
| Q2 2022 | share | Increase | +39.51% | 3.34K shares | 582K | $346.88 | 11.80K |
| Q1 2022 | share | Increase | +60.09% | 3.17K shares | 1.20M | $415.17 | 8.46K |
| Q4 2021 | share | Increase | +13.70% | 637 shares | 474K | $437.77 | 5.28K |
| Q3 2021 | share | Increase | +22.40% | 851 shares | 339K | $394.4 | 4.65K |
| Q2 2021 | share | Increase | +6.18% | 221 shares | 192K | $392.24 | 3.79K |
| Q1 2021 | share | Increase | 0.00% | 3.57K shares | 1.30M | $361.88 | 3.57K |