CLIENTFIRST WEALTH MANAGEMENT, LLC – Vanguard S&P 500 Value Index Fund Transaction History
CLIENTFIRST WEALTH MANAGEMENT, LLC portfolio value:
$1.42M
portfolio value
CLIENTFIRST WEALTH MANAGEMENT, LLC quarter portfolio value change:
-6.56%
quarter
Vanguard S&P 500 Value Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -9.09% | -1K shares | -38K | $124.14 | 10.00K |
| Q2 2022 | share | 0.00% | 0 shares | -195K | $132.86 | 11.00K | |
| Q1 2022 | share | 0.00% | 0 shares | -11K | $150.7 | 11.00K | |
| Q4 2021 | share | Increase | 0.00% | 11.00K shares | 1.66M | $151.41 | 11.00K |