WILLOW CREEK WEALTH MANAGEMENT INC. – Vanguard Dividend Appreciation Index Fund Transaction History
WILLOW CREEK WEALTH MANAGEMENT INC. portfolio value:
$546,000
portfolio value
WILLOW CREEK WEALTH MANAGEMENT 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 | 0.00% | 0 shares | -34K | $135.16 | 4.04K | |
| Q2 2022 | share | 0.00% | 0 shares | -75K | $143.47 | 4.04K | |
| Q1 2022 | share | 0.00% | 0 shares | -39K | $162.16 | 4.04K | |
| Q4 2021 | share | Increase | +0.37% | 15 shares | 76K | $171.55 | 4.04K |
| Q3 2021 | share | Increase | +4.54% | 175 shares | 22K | $153.6 | 4.02K |
| Q2 2021 | share | 0.00% | 0 shares | 30K | $154.1 | 3.85K | |
| Q1 2021 | share | Increase | +1.26% | 48 shares | 29K | $145.78 | 3.85K |
| Q4 2020 | share | Decrease | -0.37% | -14 shares | 46K | $139.42 | 3.80K |
| Q3 2020 | share | Decrease | -0.47% | -18 shares | 42K | $126.46 | 3.81K |
| Q2 2020 | share | 0.00% | 0 shares | 52K | $114.68 | 3.83K | |
| Q1 2020 | share | Increase | +26.48% | 803 shares | 19K | $100.66 | 3.83K |
| Q4 2019 | share | 0.00% | 0 shares | 15K | $120.82 | 3.03K | |
| Q3 2019 | share | Decrease | -1.30% | -40 shares | 9K | $115.33 | 3.03K |
| Q2 2019 | share | Increase | +0.33% | 10 shares | 18K | $110.56 | 3.07K |
| Q1 2019 | share | Decrease | -2.30% | -72 shares | 29K | $104.82 | 3.06K |
| Q4 2018 | share | Increase | +33.99% | 795 shares | 48K | $93.21 | 3.13K |
| Q3 2018 | share | Increase | 0.00% | 2.33K shares | 259K | $104.73 | 2.33K |