TREVIAN WEALTH MANAGEMENT LLC – Vanguard 500 Index Fund Transaction History
TREVIAN WEALTH MANAGEMENT LLC portfolio value:
$41.35M
portfolio value
TREVIAN WEALTH MANAGEMENT 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 | +2.15% | 2.64K shares | -1.56M | $328.3 | 125.97K |
| Q2 2022 | share | Increase | +10.23% | 11.44K shares | -3.53M | $346.88 | 123.32K |
| Q1 2022 | share | Increase | +10.94% | 11.03K shares | 2.20M | $415.17 | 111.88K |
| Q4 2021 | share | Increase | 0.00% | 100.85K shares | 44.24M | $437.77 | 100.85K |