CASSADY SCHILLER WEALTH MANAGEMENT, LLC – Vanguard 500 Index Fund Transaction History
CASSADY SCHILLER WEALTH MANAGEMENT, LLC portfolio value:
$7.64M
portfolio value
CASSADY SCHILLER 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 | +5.62% | 1.24K shares | -3K | $328.3 | 23.29K |
| Q2 2022 | share | Increase | +2.42% | 520 shares | -1.29M | $346.88 | 22.05K |
| Q1 2022 | share | Increase | +11.89% | 2.28K shares | 538K | $415.17 | 21.53K |
| Q4 2021 | share | Increase | 0.00% | 19.24K shares | 8.40M | $437.77 | 19.24K |