YORKBRIDGE WEALTH PARTNERS, LLC – Vanguard Dividend Appreciation Index Fund Transaction History
YORKBRIDGE WEALTH PARTNERS, LLC portfolio value:
$2.70M
portfolio value
YORKBRIDGE 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 | +3.80% | 732 shares | -61K | $135.16 | 19.99K |
| Q2 2022 | share | Increase | +1.80% | 341 shares | -305K | $143.47 | 19.26K |
| Q1 2022 | share | Increase | +1.80% | 334 shares | -124K | $162.16 | 18.92K |
| Q4 2021 | share | Increase | +5.39% | 950 shares | 483K | $171.55 | 18.58K |
| Q3 2021 | share | Increase | +1.26% | 220 shares | 13K | $153.6 | 17.63K |
| Q2 2021 | share | Decrease | -1.83% | -324 shares | 87K | $154.1 | 17.41K |
| Q1 2021 | share | Decrease | -5.69% | -1.07K shares | -46K | $145.78 | 17.74K |
| Q4 2020 | share | Decrease | -1.00% | -190 shares | 210K | $139.42 | 18.81K |
| Q3 2020 | share | Decrease | -1.45% | -279 shares | 186K | $126.46 | 19K |
| Q2 2020 | share | Decrease | -6.39% | -1.31K shares | 130K | $114.68 | 19.27K |
| Q1 2020 | share | Increase | +1.48% | 301 shares | -401K | $100.66 | 20.59K |
| Q4 2019 | share | Increase | +9.10% | 1.69K shares | 306K | $120.82 | 20.29K |
| Q3 2019 | share | Increase | +0.01% | 1 shares | 82K | $115.33 | 18.60K |
| Q2 2019 | share | 0.00% | 0 shares | 103K | $110.56 | 18.6K | |
| Q1 2019 | share | Increase | +7.61% | 1.31K shares | 346K | $104.82 | 18.6K |
| Q4 2018 | share | Increase | +4.76% | 785 shares | -139K | $93.21 | 17.28K |
| Q3 2018 | share | Decrease | -0.60% | -100 shares | 145K | $104.73 | 16.5K |
| Q2 2018 | share | Decrease | -0.60% | -100 shares | -1K | $95.71 | 16.6K |
| Q1 2018 | share | Decrease | -1.21% | -205 shares | -14K | $94.64 | 16.7K |
| Q4 2017 | share | Increase | +8.57% | 1.33K shares | 226K | $95.19 | 16.90K |
| Q3 2017 | share | Increase | +3.90% | 585 shares | 84K | $87.96 | 15.57K |
| Q2 2017 | share | 0.00% | 0 shares | 25K | $85.6 | 14.98K | |
| Q1 2017 | share | Increase | +4.53% | 650 shares | 144K | $82.62 | 14.98K |
| Q4 2016 | share | Increase | 0.00% | 14.33K shares | 1.22M | $77.88 | 14.33K |