OAK HARBOR WEALTH PARTNERS, LLC – Vanguard 500 Index Fund Transaction History
OAK HARBOR WEALTH PARTNERS, LLC portfolio value:
$16.97M
portfolio value
OAK HARBOR 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 | +3.65% | 1.81K shares | -328K | $328.3 | 51.68K |
| Q2 2022 | share | Increase | +12.45% | 5.52K shares | -1.11M | $346.88 | 49.86K |
| Q1 2022 | share | Increase | +2.23% | 968 shares | -523K | $415.17 | 44.34K |
| Q4 2021 | share | Increase | 0.00% | 43.37K shares | 18.93M | $437.77 | 43.37K |