FI3 FINANCIAL ADVISORS, LLC – Vanguard 500 Index Fund Transaction History
FI3 FINANCIAL ADVISORS, LLC portfolio value:
$1.23M
portfolio value
FI3 FINANCIAL ADVISORS, 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 | +4.96% | 177 shares | -14K | $328.3 | 3.74K |
| Q2 2022 | share | Increase | +350.19% | 2.77K shares | 915K | $346.88 | 3.57K |
| Q1 2022 | share | 0.00% | 0 shares | -17K | $415.17 | 793 | |
| Q4 2021 | share | 0.00% | 0 shares | 33K | $437.77 | 793 | |
| Q3 2021 | share | Decrease | -10.50% | -93 shares | -46K | $394.4 | 793 |
| Q2 2021 | share | 0.00% | 0 shares | 36K | $392.24 | 886 | |
| Q1 2021 | share | Increase | 0.00% | 886 shares | 323K | $361.88 | 886 |