KINGSVIEW WEALTH MANAGEMENT, LLC – Vanguard Dividend Appreciation Index Fund Transaction History
KINGSVIEW WEALTH MANAGEMENT, LLC portfolio value:
$9.73M
portfolio value
KINGSVIEW 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 | Decrease | -18.75% | -16.62K shares | -2.98M | $135.16 | 72.04K |
| Q2 2022 | share | Decrease | -3.46% | -3.17K shares | -3.05M | $143.47 | 88.67K |
| Q4 2021 | share | Increase | +2.97% | 2.65K shares | 2.07M | $171.55 | 91.84K |
| Q3 2021 | share | Increase | +3.63% | 3.12K shares | 304K | $153.6 | 89.19K |
| Q2 2021 | share | Increase | +5.76% | 4.68K shares | 1.34M | $154.1 | 86.07K |
| Q1 2021 | share | Increase | +11.62% | 8.47K shares | 1.75M | $145.78 | 81.38K |
| Q4 2020 | share | Increase | +33.68% | 18.36K shares | 3.27M | $139.42 | 72.91K |
| Q3 2020 | share | Increase | +1.25% | 676 shares | 705K | $126.46 | 54.54K |
| Q2 2020 | share | Increase | +2.47% | 1.29K shares | 877K | $114.68 | 53.86K |
| Q1 2020 | share | Increase | +22.14% | 9.53K shares | 69K | $100.66 | 52.57K |
| Q4 2019 | share | Increase | +1.00% | 426 shares | 270K | $120.82 | 43.04K |
| Q3 2019 | share | Increase | +22.74% | 7.89K shares | 1.09M | $115.33 | 42.61K |
| Q2 2019 | share | Increase | +5.45% | 1.79K shares | 388K | $110.56 | 34.71K |
| Q1 2019 | share | Increase | +9.10% | 2.74K shares | 654K | $104.82 | 32.92K |
| Q4 2018 | share | Increase | +25.04% | 6.04K shares | 284K | $93.21 | 30.17K |
| Q3 2018 | share | Increase | +42.37% | 7.18K shares | 949K | $104.73 | 24.13K |
| Q2 2018 | share | Increase | +9.21% | 1.42K shares | 154K | $95.71 | 16.95K |
| Q1 2018 | share | Increase | +15.11% | 2.03K shares | 193K | $94.64 | 15.52K |
| Q4 2017 | share | Increase | +46.78% | 4.29K shares | 505K | $95.19 | 13.48K |
| Q3 2017 | share | Increase | +104.56% | 4.69K shares | 455K | $87.96 | 9.18K |
| Q2 2017 | share | Increase | +4.71% | 202 shares | 30K | $85.6 | 4.49K |
| Q1 2017 | share | Increase | 0.00% | 4.28K shares | 386K | $82.62 | 4.28K |