FINANCIAL ADVOCATES INVESTMENT MANAGEMENT – Vanguard Dividend Appreciation Index Fund Transaction History
FINANCIAL ADVOCATES INVESTMENT MANAGEMENT portfolio value:
$4.61M
portfolio value
FINANCIAL ADVOCATES INVESTMENT MANAGEMENT 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 | +0.66% | 224 shares | -252K | $135.16 | 34.17K |
| Q2 2022 | share | Decrease | -26.90% | -12.49K shares | -2.66M | $143.47 | 33.95K |
| Q1 2022 | share | Decrease | -4.66% | -2.27K shares | -835K | $162.16 | 46.44K |
| Q4 2021 | share | Increase | +1.47% | 708 shares | 993K | $171.55 | 48.71K |
| Q3 2021 | share | Increase | +134.23% | 27.51K shares | 4.18M | $153.6 | 48.00K |
| Q2 2021 | share | Decrease | -50.13% | -20.59K shares | -2.85M | $154.1 | 20.49K |
| Q1 2021 | share | Increase | +0.81% | 329 shares | 289K | $145.78 | 41.09K |
| Q4 2020 | share | Increase | +2.81% | 1.11K shares | 653K | $139.42 | 40.76K |
| Q3 2020 | share | Increase | +62.73% | 15.28K shares | 2.24M | $126.46 | 39.65K |
| Q2 2020 | share | Increase | +9.26% | 2.06K shares | 549K | $114.68 | 24.36K |
| Q1 2020 | share | Decrease | -15.92% | -4.22K shares | -1M | $100.66 | 22.3K |
| Q4 2019 | share | Increase | +22.31% | 4.83K shares | 713K | $120.82 | 26.52K |
| Q3 2019 | share | Increase | +12.51% | 2.41K shares | 373K | $115.33 | 21.68K |
| Q2 2019 | share | Increase | +2.92% | 546 shares | 167K | $110.56 | 19.27K |
| Q1 2019 | share | Decrease | -46.41% | -16.22K shares | -1.37M | $104.82 | 18.72K |
| Q4 2018 | share | Decrease | -15.45% | -6.38K shares | -1.15M | $93.21 | 34.94K |
| Q3 2018 | share | Decrease | -2.30% | -975 shares | 275K | $104.73 | 41.33K |
| Q2 2018 | share | Increase | +4.40% | 1.78K shares | 205K | $95.71 | 42.30K |
| Q1 2018 | share | Decrease | -2.95% | -1.23K shares | -166K | $94.64 | 40.52K |
| Q4 2017 | share | Increase | 0.00% | 41.76K shares | 4.26M | $95.19 | 41.76K |