LIBERTY WEALTH MANAGEMENT LLC – Vanguard Dividend Appreciation Index Fund Transaction History
LIBERTY WEALTH MANAGEMENT LLC portfolio value:
$277,000
portfolio value
LIBERTY 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 | +9.49% | 178 shares | 8K | $135.16 | 2.05K |
| Q2 2022 | share | Increase | +0.43% | 8 shares | -34K | $143.47 | 1.87K |
| Q1 2022 | share | Decrease | -1.63% | -31 shares | -23K | $162.16 | 1.86K |
| Q4 2021 | share | Increase | +2.26% | 42 shares | 41K | $171.55 | 1.89K |
| Q3 2021 | share | Increase | +0.38% | 7 shares | -1K | $153.6 | 1.85K |
| Q2 2021 | share | Increase | +42.97% | 556 shares | 107K | $154.1 | 1.85K |
| Q1 2021 | share | 0.00% | 0 shares | 0 | $145.78 | 1.29K | |
| Q4 2020 | share | Decrease | -17.05% | -266 shares | -22K | $139.42 | 1.29K |
| Q3 2020 | share | Increase | +48.15% | 507 shares | 78K | $126.46 | 1.56K |
| Q2 2020 | share | 0.00% | 0 shares | 14K | $114.68 | 1.05K | |
| Q1 2020 | share | Increase | +0.38% | 4 shares | -22K | $100.66 | 1.05K |
| Q4 2019 | share | Increase | +20.30% | 177 shares | 27K | $120.82 | 1.04K |
| Q3 2019 | share | Increase | +52.45% | 300 shares | 38K | $115.33 | 872 |
| Q2 2019 | share | Increase | +21.44% | 101 shares | 15K | $110.56 | 572 |
| Q1 2019 | share | 0.00% | 0 shares | 5K | $104.82 | 471 | |
| Q4 2018 | share | Increase | 0.00% | 471 shares | 46K | $93.21 | 471 |