WEALTH EFFECTS LLC – Vanguard 500 Index Fund Transaction History
WEALTH EFFECTS LLC portfolio value:
$819,000
portfolio value
WEALTH EFFECTS 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 | +2.63% | 64 shares | -24K | $328.3 | 2.49K |
| Q2 2022 | share | Increase | +8.96% | 200 shares | -83K | $346.88 | 2.43K |
| Q1 2022 | share | Increase | +16.81% | 321 shares | 92K | $415.17 | 2.23K |
| Q4 2021 | share | Increase | 0.00% | 1.91K shares | 834K | $437.77 | 1.91K |