SWM ADVISORS – Vanguard 500 Index Fund Transaction History
SWM ADVISORS portfolio value:
$42.39M
portfolio value
SWM ADVISORS 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 | +2.34% | 2.95K shares | -1.37M | $328.3 | 129.12K |
| Q2 2022 | share | Increase | +2.19% | 2.69K shares | -7.49M | $346.88 | 126.17K |
| Q1 2022 | share | Increase | +3.69% | 4.39K shares | 1.18M | $415.17 | 123.47K |
| Q4 2021 | share | Increase | 0.00% | 119.07K shares | 50.08M | $437.77 | 119.07K |