SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP – Vanguard Dividend Appreciation Index Fund Transaction History
SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP portfolio value:
$317,000
portfolio value
SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP 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 | -19K | $135.16 | 2.34K | |
| Q2 2022 | share | Increase | +2.23% | 51 shares | -36K | $143.47 | 2.34K |
| Q1 2022 | share | Increase | +6.26% | 135 shares | 2K | $162.16 | 2.29K |
| Q4 2021 | share | Decrease | -0.69% | -15 shares | 37K | $171.55 | 2.15K |
| Q3 2021 | share | 0.00% | 0 shares | -3K | $153.6 | 2.17K | |
| Q2 2021 | share | 0.00% | 0 shares | 17K | $154.1 | 2.17K | |
| Q1 2021 | share | 0.00% | 0 shares | 13K | $145.78 | 2.17K | |
| Q4 2020 | share | 0.00% | 0 shares | 27K | $139.42 | 2.17K | |
| Q3 2020 | share | 0.00% | 0 shares | 25K | $126.46 | 2.17K | |
| Q2 2020 | share | 0.00% | 0 shares | 30K | $114.68 | 2.17K | |
| Q1 2020 | share | 0.00% | 0 shares | -47K | $100.66 | 2.17K | |
| Q4 2019 | share | Decrease | -25.24% | -733 shares | -76K | $120.82 | 2.17K |
| Q3 2019 | share | 0.00% | 0 shares | 13K | $115.33 | 2.90K | |
| Q2 2019 | share | 0.00% | 0 shares | 16K | $110.56 | 2.90K | |
| Q1 2019 | share | 0.00% | 0 shares | 34K | $104.82 | 2.90K | |
| Q4 2018 | share | Decrease | -13.26% | -444 shares | -87K | $93.21 | 2.90K |
| Q3 2018 | share | 0.00% | 0 shares | 31K | $104.73 | 3.34K | |
| Q2 2018 | share | Decrease | -9.44% | -349 shares | -34K | $95.71 | 3.34K |
| Q1 2018 | share | Increase | +55.86% | 1.32K shares | 132K | $94.64 | 3.69K |
| Q4 2017 | share | Decrease | -20.11% | -597 shares | -39K | $95.19 | 2.37K |
| Q3 2017 | share | Decrease | -6.78% | -216 shares | -14K | $87.96 | 2.96K |
| Q2 2017 | share | 0.00% | 0 shares | 9K | $85.6 | 3.18K | |
| Q1 2017 | share | Increase | 0.00% | 3.18K shares | 286K | $82.62 | 3.18K |