SELECTIVE WEALTH MANAGEMENT, INC. – Vanguard Dividend Appreciation Index Fund Transaction History
SELECTIVE WEALTH MANAGEMENT, INC. portfolio value:
$114,000
portfolio value
SELECTIVE WEALTH MANAGEMENT, INC. 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 | +32.03% | 205 shares | 22K | $135.16 | 845 |
| Q2 2022 | share | Increase | +0.47% | 3 shares | -11K | $143.47 | 640 |
| Q1 2022 | share | Increase | +0.31% | 2 shares | -6K | $162.16 | 637 |
| Q4 2021 | share | Increase | +0.32% | 2 shares | 12K | $171.55 | 635 |
| Q3 2021 | share | Increase | +0.32% | 2 shares | -1K | $153.6 | 633 |
| Q2 2021 | share | Decrease | -57.93% | -869 shares | -123K | $154.1 | 631 |
| Q1 2021 | share | Decrease | -18.39% | -338 shares | -39K | $145.78 | 1.5K |
| Q4 2020 | share | Increase | +2.62% | 47 shares | 30K | $139.42 | 1.83K |
| Q3 2020 | share | Increase | +0.28% | 5 shares | 21K | $126.46 | 1.79K |
| Q2 2020 | share | Increase | +6.18% | 104 shares | 35K | $114.68 | 1.78K |
| Q1 2020 | share | 0.00% | 0 shares | -36K | $100.66 | 1.68K | |
| Q4 2019 | share | Decrease | -3.72% | -65 shares | 1K | $120.82 | 1.68K |
| Q3 2019 | share | Decrease | -23.11% | -525 shares | -53K | $115.33 | 1.74K |
| Q2 2019 | share | Increase | 0.00% | 2.27K shares | 262K | $110.56 | 2.27K |