KILEY JUERGENS WEALTH MANAGEMENT, LLC – Vanguard Dividend Appreciation Index Fund Transaction History
KILEY JUERGENS WEALTH MANAGEMENT, LLC portfolio value:
$2.15M
portfolio value
KILEY JUERGENS WEALTH MANAGEMENT, 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 | -1.62% | -262 shares | -170K | $135.16 | 15.93K |
| Q2 2022 | share | Increase | +5.18% | 797 shares | -174K | $143.47 | 16.19K |
| Q1 2022 | share | Decrease | -0.08% | -13 shares | -150K | $162.16 | 15.39K |
| Q4 2021 | share | Increase | +4.79% | 704 shares | 388K | $171.55 | 15.41K |
| Q3 2021 | share | Decrease | -1.19% | -177 shares | -45K | $153.6 | 14.70K |
| Q2 2021 | share | Increase | +0.01% | 1 shares | 115K | $154.1 | 14.88K |
| Q1 2021 | share | Increase | +5.75% | 809 shares | 202K | $145.78 | 14.88K |
| Q4 2020 | share | Increase | +1.51% | 209 shares | 203K | $139.42 | 14.07K |
| Q3 2020 | share | Increase | +34.82% | 3.58K shares | 579K | $126.46 | 13.86K |
| Q2 2020 | share | Increase | 0.00% | 10.28K shares | 1.20M | $114.68 | 10.28K |
| Q4 2018 | share | Decrease | -100.00% | -8.53K shares | -944K | $93.21 | 0 |
| Q3 2018 | share | Increase | +18.45% | 1.32K shares | 212K | $104.73 | 8.53K |
| Q2 2018 | share | Increase | +5.11% | 350 shares | 40K | $95.71 | 7.20K |
| Q1 2018 | share | Increase | +1.36% | 92 shares | 3K | $94.64 | 6.85K |
| Q4 2017 | share | Increase | 0.00% | 6.76K shares | 689K | $95.19 | 6.76K |