MPS LORIA FINANCIAL PLANNERS, LLC – Vanguard Dividend Appreciation Index Fund Transaction History
MPS LORIA FINANCIAL PLANNERS, LLC portfolio value:
$960,000
portfolio value
MPS LORIA FINANCIAL PLANNERS, 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 | Decrease | -2.11% | -153 shares | -80K | $135.16 | 7.1K |
| Q2 2022 | share | Decrease | -4.67% | -355 shares | -193K | $143.47 | 7.25K |
| Q1 2022 | share | Increase | +0.14% | 11 shares | -71K | $162.16 | 7.60K |
| Q4 2021 | share | Increase | +0.16% | 12 shares | 139K | $171.55 | 7.59K |
| Q3 2021 | share | Decrease | -6.78% | -552 shares | -95K | $153.6 | 7.58K |
| Q2 2021 | share | Decrease | -1.29% | -106 shares | 48K | $154.1 | 8.13K |
| Q1 2021 | share | Decrease | -18.26% | -1.84K shares | -192K | $145.78 | 8.24K |
| Q4 2020 | share | Decrease | -0.29% | -29 shares | 103K | $139.42 | 10.08K |
| Q3 2020 | share | Decrease | -4.79% | -509 shares | 56K | $126.46 | 10.11K |
| Q2 2020 | share | Decrease | -20.27% | -2.70K shares | -132K | $114.68 | 10.62K |
| Q1 2020 | share | Decrease | -6.91% | -989 shares | -407K | $100.66 | 13.32K |
| Q4 2019 | share | Increase | +0.05% | 7 shares | 74K | $120.82 | 14.31K |
| Q3 2019 | share | Decrease | -5.49% | -831 shares | -33K | $115.33 | 14.30K |
| Q2 2019 | share | Increase | +0.36% | 54 shares | 89K | $110.56 | 15.13K |
| Q1 2019 | share | Decrease | -0.02% | -3 shares | 177K | $104.82 | 15.08K |
| Q4 2018 | share | Decrease | -1.25% | -191 shares | -208K | $93.21 | 15.08K |
| Q3 2018 | share | Decrease | -1.11% | -171 shares | 115K | $104.73 | 15.27K |
| Q2 2018 | share | Decrease | -2.10% | -331 shares | -24K | $95.71 | 15.44K |
| Q1 2018 | share | Decrease | -10.64% | -1.87K shares | -207K | $94.64 | 15.77K |
| Q4 2017 | share | Decrease | -4.24% | -782 shares | 53K | $95.19 | 17.65K |
| Q3 2017 | share | Decrease | -1.28% | -240 shares | 4K | $87.96 | 18.43K |
| Q2 2017 | share | Increase | 0.00% | 18.67K shares | 1.74M | $85.6 | 18.67K |