MERIDIAN WEALTH ADVISORS, LLC – Vanguard Dividend Appreciation Index Fund Transaction History
MERIDIAN WEALTH ADVISORS, LLC portfolio value:
$8.55M
portfolio value
MERIDIAN WEALTH 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 | Increase | +0.79% | 497 shares | -454K | $135.16 | 63.30K |
| Q2 2022 | share | Decrease | -6.59% | -4.43K shares | -1.89M | $143.47 | 62.81K |
| Q1 2022 | share | Increase | +10.83% | 6.57K shares | 484K | $162.16 | 67.24K |
| Q4 2021 | share | Increase | +1.04% | 627 shares | 1.19M | $171.55 | 60.67K |
| Q3 2021 | share | Increase | +3.62% | 2.09K shares | 253K | $153.6 | 60.04K |
| Q2 2021 | share | Increase | +8.34% | 4.46K shares | 1.10M | $154.1 | 57.94K |
| Q1 2021 | share | Increase | +3.80% | 1.95K shares | 592K | $145.78 | 53.48K |
| Q4 2020 | share | Increase | +4.07% | 2.01K shares | 904K | $139.42 | 51.52K |
| Q3 2020 | share | Increase | +3.30% | 1.58K shares | 754K | $126.46 | 49.51K |
| Q2 2020 | share | Increase | +0.96% | 455 shares | 708K | $114.68 | 47.92K |
| Q1 2020 | share | Increase | +7.07% | 3.13K shares | -619K | $100.66 | 47.47K |
| Q4 2019 | share | Increase | +0.27% | 120 shares | 240K | $120.82 | 44.33K |
| Q3 2019 | share | Increase | +4.92% | 2.07K shares | 434K | $115.33 | 44.21K |
| Q2 2019 | share | Increase | +3.77% | 1.53K shares | 401K | $110.56 | 42.14K |
| Q1 2019 | share | Decrease | -9.73% | -4.37K shares | 46K | $104.82 | 40.61K |
| Q4 2018 | share | Increase | 0.00% | 44.98K shares | 4.40M | $93.21 | 44.98K |