FORUM FINANCIAL MANAGEMENT, LP – Vanguard 500 Index Fund Transaction History
FORUM FINANCIAL MANAGEMENT, LP portfolio value:
$543,000
portfolio value
FORUM FINANCIAL MANAGEMENT, LP 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 | +92.22% | 794 shares | 244K | $328.3 | 1.65K |
| Q2 2022 | share | Increase | +14.95% | 112 shares | -12K | $346.88 | 861 |
| Q1 2022 | share | Increase | +24.63% | 148 shares | 49K | $415.17 | 749 |
| Q4 2021 | share | Increase | 0.00% | 601 shares | 262K | $437.77 | 601 |