PRINCIPLE WEALTH PARTNERS LLC – Vanguard Dividend Appreciation Index Fund Transaction History
PRINCIPLE WEALTH PARTNERS LLC portfolio value:
$43.48M
portfolio value
PRINCIPLE 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 | +6.22% | 18.84K shares | 30K | $135.16 | 321.70K |
| Q2 2022 | share | Increase | +4.03% | 11.74K shares | -3.75M | $143.47 | 302.86K |
| Q1 2022 | share | Increase | +5.19% | 14.37K shares | -323K | $162.16 | 291.12K |
| Q4 2021 | share | Decrease | -6.99% | -20.80K shares | 1.82M | $171.55 | 276.75K |
| Q3 2021 | share | Increase | +3.66% | 10.49K shares | 1.27M | $153.6 | 297.55K |
| Q2 2021 | share | Decrease | -5.17% | -15.64K shares | -88K | $154.1 | 287.05K |
| Q1 2021 | share | Increase | +6.49% | 18.44K shares | 4.39M | $145.78 | 302.70K |
| Q4 2020 | share | Increase | +32.07% | 69.02K shares | 12.43M | $139.42 | 284.25K |
| Q3 2020 | share | Decrease | -11.93% | -29.16K shares | -947K | $126.46 | 215.22K |
| Q2 2020 | share | Decrease | -0.98% | -2.42K shares | 3.11M | $114.68 | 244.39K |
| Q1 2020 | share | Increase | +178.95% | 158.34K shares | 14.48M | $100.66 | 246.82K |
| Q4 2019 | share | Increase | +5.02% | 4.22K shares | 955K | $120.82 | 88.48K |
| Q3 2019 | share | Increase | +18.42% | 13.10K shares | 1.88M | $115.33 | 84.25K |
| Q2 2019 | share | Increase | +3.88% | 2.66K shares | 685K | $110.56 | 71.14K |
| Q1 2019 | share | Increase | +9.38% | 5.87K shares | 1.37M | $104.82 | 68.48K |
| Q4 2018 | share | Increase | 0.00% | 62.61K shares | 6.13M | $93.21 | 62.61K |