INSTITUTE FOR WEALTH MANAGEMENT, LLC. – Vanguard Dividend Appreciation Index Fund Transaction History
INSTITUTE FOR WEALTH MANAGEMENT, LLC. portfolio value:
$735,000
portfolio value
INSTITUTE FOR WEALTH MANAGEMENT, LLC. 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 | Decrease | -12.65% | -788 shares | -159K | $135.16 | 5.44K |
| Q2 2022 | share | Decrease | -0.99% | -62 shares | -126K | $143.47 | 6.22K |
| Q1 2022 | share | Decrease | -0.88% | -56 shares | -70K | $162.16 | 6.29K |
| Q4 2021 | share | Decrease | -4.40% | -292 shares | 70K | $171.55 | 6.34K |
| Q3 2021 | share | Increase | +3.40% | 218 shares | 26K | $153.6 | 6.63K |
| Q2 2021 | share | Increase | +0.06% | 4 shares | 50K | $154.1 | 6.42K |
| Q1 2021 | share | Increase | +0.03% | 2 shares | 38K | $145.78 | 6.41K |
| Q4 2020 | share | Increase | +5.20% | 317 shares | 121K | $139.42 | 6.41K |
| Q3 2020 | share | Increase | +2.90% | 172 shares | 91K | $126.46 | 6.09K |
| Q2 2020 | share | Increase | +9.09% | 494 shares | 132K | $114.68 | 5.92K |
| Q1 2020 | share | Increase | +13.71% | 655 shares | -33K | $100.66 | 5.43K |
| Q4 2019 | share | Decrease | -3.98% | -198 shares | 0 | $120.82 | 4.77K |
| Q3 2019 | share | Decrease | -0.30% | -15 shares | 20K | $115.33 | 4.97K |
| Q2 2019 | share | Increase | +17.97% | 760 shares | 111K | $110.56 | 4.99K |
| Q1 2019 | share | Increase | 0.00% | 4.23K shares | 464K | $104.82 | 4.23K |
| Q4 2018 | share | Decrease | -100.00% | -11.69K shares | -1.29M | $93.21 | 0 |
| Q3 2018 | share | Decrease | -31.51% | -5.38K shares | -435K | $104.73 | 11.69K |
| Q2 2018 | share | Increase | +30.22% | 3.96K shares | 415K | $95.71 | 17.07K |
| Q1 2018 | share | Decrease | -43.25% | -9.99K shares | -1.07M | $94.64 | 13.11K |
| Q4 2017 | share | Increase | +3.92% | 871 shares | 281K | $95.19 | 23.10K |
| Q3 2017 | share | Decrease | -0.23% | -51 shares | 46K | $87.96 | 22.23K |
| Q2 2017 | share | Increase | +397.12% | 17.80K shares | 1.71M | $85.6 | 22.28K |