PERFROMANCE WEALTH PARTNERS, LLC – Vanguard 500 Index Fund Transaction History
PERFROMANCE WEALTH PARTNERS, LLC portfolio value:
$1.78M
portfolio value
PERFROMANCE WEALTH PARTNERS, 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 | +1.68% | 90 shares | -70K | $328.3 | 5.43K |
Q1 2022 | share | Decrease | -0.43% | -10 shares | -53K | $415.17 | 2.30K |
Q4 2021 | share | Increase | 0.00% | 2.31K shares | 1.01M | $437.77 | 2.31K |