INSIGHT WEALTH STRATEGIES, LLC – Vanguard Dividend Appreciation Index Fund Transaction History
INSIGHT WEALTH STRATEGIES, LLC portfolio value:
$279,000
portfolio value
INSIGHT WEALTH STRATEGIES, 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 | 0.00% | 0 shares | 0 | $135.16 | 1.94K | |
| Q2 2022 | share | Increase | +0.21% | 4 shares | -36K | $143.47 | 1.94K |
| Q1 2022 | share | Increase | 0.00% | 1.94K shares | 315K | $162.16 | 1.94K |
| Q4 2021 | share | Decrease | -100.00% | -1.37K shares | -212K | $171.55 | 0 |
| Q3 2021 | share | Decrease | -0.07% | -1 shares | -1K | $153.6 | 1.37K |
| Q2 2021 | share | Increase | +0.22% | 3 shares | 11K | $154.1 | 1.37K |
| Q1 2021 | share | Increase | 0.00% | 1.37K shares | 202K | $145.78 | 1.37K |
| Q1 2020 | share | Decrease | -100.00% | -2.17K shares | -271K | $100.66 | 0 |
| Q4 2019 | share | Increase | +18.91% | 346 shares | 52K | $120.82 | 2.17K |
| Q3 2019 | share | Increase | 0.00% | 1.83K shares | 219K | $115.33 | 1.83K |