WMG FINANCIAL ADVISORS, LLC – Vanguard 500 Index Fund Transaction History
WMG FINANCIAL ADVISORS, LLC portfolio value:
$1.43M
portfolio value
WMG FINANCIAL ADVISORS, 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 | -0.57% | -25 shares | -90K | $328.3 | 4.36K |
| Q2 2022 | share | 0.00% | 0 shares | -299K | $346.88 | 4.39K | |
| Q1 2022 | share | Increase | +0.57% | 25 shares | -84K | $415.17 | 4.39K |
| Q4 2021 | share | Increase | 0.00% | 4.36K shares | 1.90M | $437.77 | 4.36K |