WESCOTT FINANCIAL ADVISORY GROUP, LLC – Vanguard 500 Index Fund Transaction History
WESCOTT FINANCIAL ADVISORY GROUP, LLC portfolio value:
$19.22M
portfolio value
WESCOTT FINANCIAL ADVISORY 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 | +1.19% | 691 shares | -848K | $328.3 | 58.54K |
| Q2 2022 | share | Decrease | -3.42% | -2.04K shares | -4.80M | $346.88 | 57.85K |
| Q1 2022 | share | Increase | 0.00% | 59.90K shares | 24.86M | $415.17 | 59.90K |
| Q2 2021 | share | Decrease | -100.00% | -637 shares | -232K | $392.24 | 0 |
| Q1 2021 | share | Increase | 0.00% | 637 shares | 232K | $361.88 | 637 |