CLIENTFIRST WEALTH MANAGEMENT, LLC – Vanguard 500 Index Fund Transaction History
CLIENTFIRST WEALTH MANAGEMENT, LLC portfolio value:
$2.52M
portfolio value
CLIENTFIRST 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 | +2.20% | 150 shares | 162K | $328.3 | 6.96K |
| Q2 2022 | share | Increase | +13.11% | 790 shares | -138K | $346.88 | 6.81K |
| Q1 2022 | share | 0.00% | 0 shares | -23K | $415.17 | 6.02K | |
| Q4 2021 | share | Increase | 0.00% | 6.02K shares | 2.52M | $437.77 | 6.02K |