TRUE PRIVATE WEALTH ADVISORS – Vanguard Dividend Appreciation Index Fund Transaction History
TRUE PRIVATE WEALTH ADVISORS portfolio value:
$442,000
portfolio value
TRUE PRIVATE WEALTH ADVISORS 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 | -61.37% | -5.19K shares | -772K | $135.16 | 3.27K |
| Q2 2022 | share | Decrease | -1.72% | -148 shares | -151K | $143.47 | 8.46K |
| Q1 2022 | share | Increase | +7.50% | 601 shares | -11K | $162.16 | 8.61K |
| Q4 2021 | share | Increase | +4.46% | 342 shares | 198K | $171.55 | 8.01K |
| Q3 2021 | share | Increase | +3.55% | 263 shares | 32K | $153.6 | 7.67K |
| Q2 2021 | share | Increase | +21.68% | 1.32K shares | 250K | $154.1 | 7.40K |
| Q1 2021 | share | Increase | +15.56% | 820 shares | 153K | $145.78 | 6.08K |
| Q4 2020 | share | Increase | +8.37% | 407 shares | 115K | $139.42 | 5.26K |
| Q3 2020 | share | Increase | +7.59% | 343 shares | 96K | $126.46 | 4.86K |
| Q2 2020 | share | Increase | +576.50% | 3.85K shares | 463K | $114.68 | 4.51K |
| Q1 2020 | share | Decrease | -67.51% | -1.38K shares | -187K | $100.66 | 668 |
| Q4 2019 | share | 0.00% | 0 shares | 11K | $120.82 | 2.05K | |
| Q3 2019 | share | 0.00% | 0 shares | 9K | $115.33 | 2.05K | |
| Q2 2019 | share | Decrease | -11.65% | -271 shares | -20K | $110.56 | 2.05K |
| Q1 2019 | share | Decrease | -81.45% | -10.21K shares | -972K | $104.82 | 2.32K |
| Q4 2018 | share | Increase | +2.62% | 320 shares | -131.06K | $93.21 | 12.54K |
| Q3 2018 | share | Decrease | -1.77% | -220 shares | 88.06K | $104.73 | 12.22K |
| Q2 2018 | share | Decrease | -0.73% | -91 shares | 5K | $95.71 | 12.44K |
| Q1 2018 | share | Increase | +0.06% | 8 shares | -11K | $94.64 | 12.53K |
| Q4 2017 | share | Increase | 0.00% | 12.52K shares | 1.27M | $95.19 | 12.52K |