GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT – Vanguard Dividend Appreciation Index Fund Transaction History
GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT portfolio value:
$1.09M
portfolio value
GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT 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 | +13.65% | 971 shares | 72K | $135.16 | 8.08K |
| Q2 2022 | share | Increase | +7.99% | 526 shares | -47K | $143.47 | 7.11K |
| Q1 2022 | share | Increase | +12.03% | 707 shares | 58K | $162.16 | 6.58K |
| Q4 2021 | share | Decrease | -6.18% | -387 shares | 47K | $171.55 | 5.87K |
| Q3 2021 | share | Increase | +1.42% | 88 shares | 6K | $153.6 | 6.26K |
| Q2 2021 | share | Increase | +9.11% | 516 shares | 124K | $154.1 | 6.17K |
| Q1 2021 | share | Increase | +14.83% | 731 shares | 136K | $145.78 | 5.66K |
| Q4 2020 | share | Increase | 0.00% | 4.93K shares | 696K | $139.42 | 4.93K |
| Q3 2020 | share | Decrease | -100.00% | -4.60K shares | -540K | $126.46 | 0 |
| Q2 2020 | share | Decrease | -25.03% | -1.53K shares | -95K | $114.68 | 4.60K |
| Q1 2020 | share | Increase | +19.26% | 993 shares | -7K | $100.66 | 6.14K |
| Q4 2019 | share | Increase | +2.06% | 104 shares | 38K | $120.82 | 5.15K |
| Q3 2019 | share | Increase | +49.61% | 1.67K shares | 216K | $115.33 | 5.05K |
| Q2 2019 | share | Increase | +35.20% | 879 shares | 115K | $110.56 | 3.37K |
| Q1 2019 | share | Decrease | -1.65% | -42 shares | 25K | $104.82 | 2.49K |
| Q4 2018 | share | Increase | +1.32% | 33 shares | -30K | $93.21 | 2.53K |
| Q3 2018 | share | Increase | 0.00% | 2.50K shares | 278K | $104.73 | 2.50K |