MERIDIAN WEALTH PARTNERS, LLC – Vanguard Dividend Appreciation Index Fund Transaction History
MERIDIAN WEALTH PARTNERS, LLC portfolio value:
$460,000
portfolio value
MERIDIAN WEALTH PARTNERS, 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 | 0.00% | 0 shares | -29K | $135.16 | 3.40K | |
| Q2 2022 | share | 0.00% | 0 shares | -64K | $143.47 | 3.40K | |
| Q1 2022 | share | Increase | +65.66% | 1.35K shares | 200K | $162.16 | 3.40K |
| Q4 2021 | share | Increase | +3.52% | 70 shares | 48K | $171.55 | 2.05K |
| Q3 2021 | share | 0.00% | 0 shares | -2K | $153.6 | 1.98K | |
| Q2 2021 | share | 0.00% | 0 shares | 15K | $154.1 | 1.98K | |
| Q1 2021 | share | Increase | +48.76% | 651 shares | 104K | $145.78 | 1.98K |
| Q4 2020 | share | 0.00% | 0 shares | 16K | $139.42 | 1.33K | |
| Q3 2020 | share | 0.00% | 0 shares | 16K | $126.46 | 1.33K | |
| Q2 2020 | share | 0.00% | 0 shares | 18K | $114.68 | 1.33K | |
| Q1 2020 | share | 0.00% | 0 shares | -28K | $100.66 | 1.33K | |
| Q4 2019 | share | Increase | 0.00% | 1.33K shares | 166K | $120.82 | 1.33K |