9258 WEALTH MANAGEMENT, LLC – Vanguard Dividend Appreciation Index Fund Transaction History
9258 WEALTH MANAGEMENT, LLC portfolio value:
$1.79M
portfolio value
9258 WEALTH MANAGEMENT, 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 | +0.02% | 2 shares | -110K | $135.16 | 13.29K |
| Q2 2022 | share | Increase | +0.56% | 74 shares | -236K | $143.47 | 13.29K |
| Q1 2022 | share | Increase | +0.01% | 1 shares | -127K | $162.16 | 13.21K |
| Q4 2021 | share | Decrease | -0.16% | -21 shares | 237K | $171.55 | 13.21K |
| Q3 2021 | share | Increase | +0.01% | 1 shares | -16K | $153.6 | 13.23K |
| Q2 2021 | share | 0.00% | 0 shares | 102K | $154.1 | 13.23K | |
| Q1 2021 | share | Decrease | -0.82% | -110 shares | 63K | $145.78 | 13.23K |
| Q4 2020 | share | 0.00% | 0 shares | 206K | $139.42 | 13.34K | |
| Q3 2020 | share | Decrease | -10.94% | -1.64K shares | -78K | $126.46 | 13.34K |
| Q2 2020 | share | Decrease | -4.18% | -653 shares | -27K | $114.68 | 14.98K |
| Q1 2020 | share | Decrease | -12.80% | -2.29K shares | -453K | $100.66 | 15.63K |
| Q4 2019 | share | Increase | 0.00% | 17.93K shares | 2.23M | $120.82 | 17.93K |