PERSONAL CFO SOLUTIONS, LLC – Vanguard Dividend Appreciation Index Fund Transaction History
PERSONAL CFO SOLUTIONS, LLC portfolio value:
$1.24M
portfolio value
PERSONAL CFO SOLUTIONS, 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 | +28.56% | 2.04K shares | 216K | $135.16 | 9.18K |
| Q2 2022 | share | Decrease | -2.70% | -198 shares | -165K | $143.47 | 7.14K |
| Q1 2022 | share | Increase | +14.85% | 949 shares | 92K | $162.16 | 7.34K |
| Q4 2021 | share | Increase | +10.40% | 602 shares | 209K | $171.55 | 6.39K |
| Q3 2021 | share | Increase | +9.43% | 499 shares | 70K | $153.6 | 5.78K |
| Q2 2021 | share | Increase | +55.68% | 1.89K shares | 319K | $154.1 | 5.29K |
| Q1 2021 | share | Increase | +0.12% | 4 shares | 21K | $145.78 | 3.39K |
| Q4 2020 | share | Increase | 0.00% | 3.39K shares | 479K | $139.42 | 3.39K |