FORTRESS WEALTH MANAGEMENT, INC. – Vanguard 500 Index Fund Transaction History
FORTRESS WEALTH MANAGEMENT, INC. portfolio value:
$1.04M
portfolio value
FORTRESS WEALTH MANAGEMENT, INC. 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 | -21.91% | -892 shares | -368K | $328.3 | 3.17K |
| Q2 2022 | share | Increase | +0.12% | 5 shares | -276K | $346.88 | 4.07K |
| Q1 2022 | share | Decrease | -2.87% | -120 shares | -139K | $415.17 | 4.06K |
| Q4 2021 | share | Increase | 0.00% | 4.18K shares | 1.82M | $437.77 | 4.18K |