MOUNT YALE INVESTMENT ADVISORS, LLC – Vanguard Dividend Appreciation Index Fund Transaction History
MOUNT YALE INVESTMENT ADVISORS, LLC portfolio value:
$824,000
portfolio value
MOUNT YALE INVESTMENT ADVISORS, 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 | -2.67% | -167 shares | -74K | $135.16 | 6.09K |
| Q2 2022 | share | Increase | +0.51% | 32 shares | -112K | $143.47 | 6.26K |
| Q1 2022 | share | Increase | +0.03% | 2 shares | -59K | $162.16 | 6.22K |
| Q4 2021 | share | Increase | +6.65% | 388 shares | 172K | $171.55 | 6.22K |
| Q3 2021 | share | Increase | +6.15% | 338 shares | 46K | $153.6 | 5.83K |
| Q2 2021 | share | Decrease | -1.79% | -100 shares | 27K | $154.1 | 5.5K |
| Q1 2021 | share | Increase | 0.00% | 5.6K shares | 824K | $145.78 | 5.6K |
| Q4 2020 | share | Decrease | -100.00% | -2.09K shares | -269K | $139.42 | 0 |
| Q3 2020 | share | Decrease | -20.48% | -539 shares | -39K | $126.46 | 2.09K |
| Q2 2020 | share | Increase | +25.33% | 532 shares | 91K | $114.68 | 2.63K |
| Q1 2020 | share | Increase | +0.33% | 7 shares | -45K | $100.66 | 2.1K |
| Q4 2019 | share | 0.00% | 0 shares | 10K | $120.82 | 2.09K | |
| Q3 2019 | share | 0.00% | 0 shares | 10K | $115.33 | 2.09K | |
| Q2 2019 | share | 0.00% | 0 shares | 13K | $110.56 | 2.09K | |
| Q1 2019 | share | 0.00% | 0 shares | 9K | $104.82 | 2.09K | |
| Q4 2018 | share | Decrease | -8.56% | -196 shares | -28K | $93.21 | 2.09K |
| Q3 2018 | share | Decrease | -52.52% | -2.53K shares | -242K | $104.73 | 2.28K |
| Q2 2018 | share | Decrease | -3.95% | -198 shares | -17K | $95.71 | 4.82K |
| Q1 2018 | share | Increase | 0.00% | 5.01K shares | 507K | $94.64 | 5.01K |