INDEPENDENT FAMILY OFFICE, LLC – Vanguard Dividend Appreciation Index Fund Transaction History
INDEPENDENT FAMILY OFFICE, LLC portfolio value:
$3.17M
portfolio value
INDEPENDENT FAMILY OFFICE, 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 | -3.91% | -957 shares | -333K | $135.16 | 23.51K |
| Q2 2022 | share | Increase | +3.47% | 820 shares | -910K | $143.47 | 24.46K |
| Q1 2022 | share | Increase | +9.47% | 2.04K shares | 711K | $162.16 | 23.64K |
| Q4 2021 | share | Increase | +2.37% | 500 shares | 469K | $171.55 | 21.60K |
| Q3 2021 | share | 0.00% | 0 shares | -26K | $153.6 | 21.10K | |
| Q2 2021 | share | Increase | +4.21% | 853 shares | 163K | $154.1 | 21.10K |
| Q1 2021 | share | Decrease | -15.81% | -3.80K shares | -291K | $145.78 | 20.25K |
| Q4 2020 | share | 0.00% | 0 shares | 300K | $139.42 | 24.05K | |
| Q3 2020 | share | 0.00% | 0 shares | 278K | $126.46 | 24.05K | |
| Q2 2020 | share | 0.00% | 0 shares | 330K | $114.68 | 24.05K | |
| Q1 2020 | share | 0.00% | 0 shares | -511K | $100.66 | 24.05K | |
| Q4 2019 | share | Increase | 0.00% | 24.05K shares | 2.99M | $120.82 | 24.05K |