AIMZ INVESTMENT ADVISORS, LLC – Vanguard Dividend Appreciation Index Fund Transaction History
AIMZ INVESTMENT ADVISORS, LLC portfolio value:
$1.09M
portfolio value
AIMZ INVESTMENT 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 | -1.94% | -160 shares | -90K | $135.16 | 8.09K |
| Q2 2022 | share | 0.00% | 0 shares | -154K | $143.47 | 8.25K | |
| Q1 2022 | share | Decrease | -10.81% | -1K shares | -251K | $162.16 | 8.25K |
| Q4 2021 | share | Increase | +12.13% | 1.00K shares | 321K | $171.55 | 9.25K |
| Q3 2021 | share | Increase | +28.57% | 1.83K shares | 274K | $153.6 | 8.25K |
| Q2 2021 | share | Increase | +4.66% | 286 shares | 92K | $154.1 | 6.41K |
| Q1 2021 | share | Increase | +6.87% | 394 shares | 92K | $145.78 | 6.13K |
| Q4 2020 | share | Increase | +3.26% | 181 shares | 95K | $139.42 | 5.73K |
| Q3 2020 | share | Decrease | -29.94% | -2.37K shares | -215K | $126.46 | 5.55K |
| Q2 2020 | share | Decrease | -22.85% | -2.35K shares | -133K | $114.68 | 7.93K |
| Q1 2020 | share | Decrease | -11.38% | -1.32K shares | -383K | $100.66 | 10.28K |
| Q4 2019 | share | Decrease | -1.64% | -193 shares | 35K | $120.82 | 11.60K |
| Q3 2019 | share | Decrease | -3.03% | -368 shares | 10K | $115.33 | 11.79K |
| Q2 2019 | share | Decrease | -0.51% | -62 shares | 61K | $110.56 | 12.16K |
| Q1 2019 | share | Increase | +1.66% | 200 shares | 162K | $104.82 | 12.22K |
| Q4 2018 | share | Decrease | -6.53% | -840 shares | -246K | $93.21 | 12.02K |
| Q3 2018 | share | Decrease | -6.84% | -944 shares | 21K | $104.73 | 12.86K |
| Q2 2018 | share | Decrease | -5.03% | -732 shares | -67K | $95.71 | 13.81K |
| Q1 2018 | share | Increase | +9.57% | 1.27K shares | 116K | $94.64 | 14.54K |
| Q4 2017 | share | Increase | +14.46% | 1.67K shares | 255K | $95.19 | 13.27K |
| Q3 2017 | share | Increase | +9.45% | 1.00K shares | 117K | $87.96 | 11.59K |
| Q2 2017 | share | Increase | +3.34% | 342 shares | 60K | $85.6 | 10.59K |
| Q1 2017 | share | Increase | +9.62% | 900 shares | 125K | $82.62 | 10.25K |
| Q4 2016 | share | Decrease | -0.36% | -34 shares | 9K | $77.88 | 9.35K |
| Q3 2016 | share | Increase | +9.46% | 811 shares | 74K | $76.23 | 9.38K |
| Q2 2016 | share | Decrease | -18.37% | -1.93K shares | -131K | $75.24 | 8.57K |
| Q1 2016 | share | Increase | +3.00% | 306 shares | 52K | $73.05 | 10.50K |