VISTA PRIVATE WEALTH PARTNERS. LLC – Vanguard Dividend Appreciation Index Fund Transaction History
VISTA PRIVATE WEALTH PARTNERS. LLC portfolio value:
$277,000
portfolio value
VISTA PRIVATE WEALTH PARTNERS. 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 | +7.35% | 137 shares | 9K | $135.16 | 2.00K |
| Q2 2022 | share | 0.00% | 0 shares | -35K | $143.47 | 1.86K | |
| Q1 2022 | share | 0.00% | 0 shares | -15K | $162.16 | 1.86K | |
| Q4 2021 | share | 0.00% | 0 shares | 32K | $171.55 | 1.86K | |
| Q3 2021 | share | 0.00% | 0 shares | -3K | $153.6 | 1.86K | |
| Q2 2021 | share | Increase | +0.05% | 1 shares | 49K | $154.1 | 1.86K |
| Q1 2021 | share | 0.00% | 0 shares | -19K | $145.78 | 1.86K | |
| Q4 2020 | share | 0.00% | 0 shares | 19K | $139.42 | 1.86K | |
| Q3 2020 | share | Increase | 0.00% | 1.86K shares | 240K | $126.46 | 1.86K |
| Q4 2019 | share | Decrease | -100.00% | -156 shares | -18.58K | $120.82 | 0 |
| Q3 2019 | share | Increase | 0.00% | 156 shares | 18.58K | $115.33 | 156 |