AVANTAX PLANNING PARTNERS, INC. – Vanguard Dividend Appreciation Index Fund Transaction History
AVANTAX PLANNING PARTNERS, INC. portfolio value:
$26.32M
portfolio value
AVANTAX PLANNING PARTNERS, INC. quarter portfolio value change:
-5.79%
quarter
Vanguard Dividend Appreciation Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +57.80% | 71.35K shares | 8.61M | $135.16 | 194.79K |
| Q2 2022 | share | Increase | +184.06% | 79.98K shares | 10.66M | $143.47 | 123.44K |
| Q1 2022 | share | Decrease | -45.24% | -35.89K shares | -6.58M | $162.16 | 43.45K |
| Q4 2021 | share | Decrease | -7.01% | -5.98K shares | 521K | $171.55 | 79.35K |
| Q3 2021 | share | Increase | +94.52% | 41.46K shares | 6.31M | $153.6 | 85.33K |
| Q2 2021 | share | Increase | +3.57% | 1.51K shares | 561K | $154.1 | 43.87K |
| Q1 2021 | share | Decrease | -30.72% | -18.77K shares | -2.40M | $145.78 | 42.36K |
| Q4 2020 | share | Increase | 0.00% | 61.13K shares | 8.63M | $139.42 | 61.13K |
| Q4 2018 | share | Increase | +4722.12% | 46.32K shares | 4.52M | $93.21 | 47.30K |
| Q3 2018 | share | Increase | 0.00% | 981 shares | 109K | $104.73 | 981 |
| Q2 2018 | share | Decrease | -100.00% | -306 shares | -31K | $95.71 | 0 |
| Q1 2018 | share | Increase | 0.00% | 306 shares | 31K | $94.64 | 306 |
| Q4 2017 | share | Decrease | -100.00% | -3K shares | -284K | $95.19 | 0 |
| Q3 2017 | share | 0.00% | 0 shares | 6K | $87.96 | 3K | |
| Q2 2017 | share | Decrease | -9.45% | -313 shares | -20K | $85.6 | 3K |
| Q1 2017 | share | Increase | +10.43% | 313 shares | 42K | $82.62 | 3.31K |
| Q4 2016 | share | Increase | 0.00% | 3K shares | 256K | $77.88 | 3K |