SMALLWOOD WEALTH INVESTMENT MANAGEMENT, LLC – Vanguard 500 Index Fund Transaction History
SMALLWOOD WEALTH INVESTMENT MANAGEMENT, LLC portfolio value:
$809,000
portfolio value
SMALLWOOD WEALTH INVESTMENT 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 | +3.66% | 87 shares | -16K | $328.3 | 2.46K |
| Q2 2022 | share | 0.00% | 0 shares | -162K | $346.88 | 2.37K | |
| Q1 2022 | share | 0.00% | 0 shares | -51K | $415.17 | 2.37K | |
| Q4 2021 | share | Increase | 0.00% | 2.37K shares | 1.03M | $437.77 | 2.37K |