SUREVEST, LLC – Vanguard Dividend Appreciation Index Fund Transaction History
SUREVEST, LLC portfolio value:
$67,000
portfolio value
SUREVEST, 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 | Increase | +0.61% | 3 shares | -3K | $135.16 | 494 |
| Q2 2022 | share | Decrease | -13.40% | -76 shares | -22K | $143.47 | 491 |
| Q1 2022 | share | Increase | +16.43% | 80 shares | 8K | $162.16 | 567 |
| Q4 2021 | share | Increase | 0.00% | 487 shares | 84K | $171.55 | 487 |
| Q2 2020 | share | Decrease | -100.00% | -2.31K shares | -239K | $114.68 | 0 |
| Q1 2020 | share | Decrease | -19.15% | -548 shares | -118K | $100.66 | 2.31K |
| Q4 2019 | share | Decrease | -13.04% | -429 shares | -37K | $120.82 | 2.86K |
| Q3 2019 | share | Decrease | -10.74% | -396 shares | -31K | $115.33 | 3.29K |
| Q2 2019 | share | Decrease | -16.38% | -722 shares | -58K | $110.56 | 3.68K |
| Q1 2019 | share | Decrease | -6.85% | -324 shares | 19K | $104.82 | 4.40K |
| Q4 2018 | share | Increase | 0.00% | 4.73K shares | 464K | $93.21 | 4.73K |