BADGLEY PHELPS WEALTH MANAGERS, LLC – Vanguard 500 Index Fund Transaction History
BADGLEY PHELPS WEALTH MANAGERS, LLC portfolio value:
$1.86M
portfolio value
BADGLEY PHELPS WEALTH MANAGERS, 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 | Decrease | -2.44% | -142 shares | -155K | $328.3 | 5.66K |
| Q2 2022 | share | Increase | +14.25% | 725 shares | -96K | $346.88 | 5.81K |
| Q1 2022 | share | Decrease | -0.22% | -11 shares | -113K | $415.17 | 5.08K |
| Q4 2021 | share | Increase | +1.84% | 92 shares | 251K | $437.77 | 5.09K |
| Q3 2021 | share | Increase | 0.00% | 5.00K shares | 1.97M | $394.4 | 5.00K |