HB WEALTH MANAGEMENT, LLC – Vanguard 500 Index Fund Transaction History
HB WEALTH MANAGEMENT, LLC portfolio value:
$20.66M
portfolio value
HB 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 | Increase | +12.02% | 6.75K shares | 1.17M | $328.3 | 62.95K |
| Q2 2022 | share | Decrease | -31.04% | -25.29K shares | -14.34M | $346.88 | 56.19K |
| Q1 2022 | share | Increase | +16.65% | 11.63K shares | 3.33M | $415.17 | 81.49K |
| Q4 2021 | share | Increase | 0.00% | 69.86K shares | 30.5M | $437.77 | 69.86K |