SEQUOIA FINANCIAL ADVISORS, LLC – Vanguard Dividend Appreciation Index Fund Transaction History
SEQUOIA FINANCIAL ADVISORS, LLC portfolio value:
$924,000
portfolio value
SEQUOIA FINANCIAL ADVISORS, 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 | -10.35% | -790 shares | -171K | $135.16 | 6.84K |
| Q2 2022 | share | Increase | +26.43% | 1.59K shares | 116K | $143.47 | 7.63K |
| Q1 2022 | share | Increase | +15.97% | 831 shares | 85K | $162.16 | 6.03K |
| Q4 2021 | share | Increase | 0.00% | 5.20K shares | 894K | $171.55 | 5.20K |
| Q3 2021 | share | Decrease | -100.00% | -5.09K shares | -788K | $153.6 | 0 |
| Q2 2021 | share | Increase | +7.50% | 355 shares | 91K | $154.1 | 5.09K |
| Q1 2021 | share | Increase | +10.09% | 434 shares | 90K | $145.78 | 4.73K |
| Q4 2020 | share | Decrease | -18.41% | -971 shares | -71K | $139.42 | 4.30K |
| Q3 2020 | share | Increase | +27.18% | 1.12K shares | 192K | $126.46 | 5.27K |
| Q2 2020 | share | Increase | +7.86% | 302 shares | 89K | $114.68 | 4.14K |
| Q1 2020 | share | Increase | +0.37% | 14 shares | -80K | $100.66 | 3.84K |
| Q4 2019 | share | Increase | +3.10% | 115 shares | 33K | $120.82 | 3.83K |
| Q3 2019 | share | Decrease | -3.05% | -117 shares | 3K | $115.33 | 3.71K |
| Q2 2019 | share | Increase | +4.39% | 161 shares | 39K | $110.56 | 3.83K |
| Q1 2019 | share | Decrease | -9.25% | -374 shares | 6K | $104.82 | 3.67K |
| Q4 2018 | share | Decrease | -2.97% | -124 shares | -66K | $93.21 | 4.04K |
| Q3 2018 | share | Increase | +34.53% | 1.07K shares | 147K | $104.73 | 4.16K |
| Q2 2018 | share | Decrease | -3.04% | -97 shares | -8K | $95.71 | 3.09K |
| Q1 2018 | share | Increase | +3.46% | 107 shares | 8K | $94.64 | 3.19K |
| Q4 2017 | share | Increase | 0.00% | 3.08K shares | 315K | $95.19 | 3.08K |