SFG WEALTH MANAGEMENT, LLC. – Vanguard 500 Index Fund Transaction History
SFG WEALTH MANAGEMENT, LLC. portfolio value:
$2.17M
portfolio value
SFG 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 | Decrease | -1.49% | -100 shares | -157K | $328.3 | 6.63K |
| Q2 2022 | share | Decrease | -4.50% | -317 shares | -743K | $346.88 | 6.73K |
| Q4 2021 | share | Increase | 0.00% | 7.04K shares | 3.07M | $437.77 | 7.04K |