VISTA WEALTH MANAGEMENT GROUP, LLC – Vanguard Dividend Appreciation Index Fund Transaction History
VISTA WEALTH MANAGEMENT GROUP, LLC portfolio value:
$301,000
portfolio value
VISTA WEALTH MANAGEMENT GROUP, 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 | -9.05% | -209 shares | -30K | $135.16 | 2.1K |
| Q2 2022 | share | Decrease | -1.24% | -29 shares | -48K | $143.47 | 2.30K |
| Q1 2022 | share | 0.00% | 0 shares | -23K | $162.16 | 2.33K | |
| Q4 2021 | share | Decrease | -7.33% | -185 shares | 14K | $171.55 | 2.33K |
| Q3 2021 | share | Increase | +8.94% | 207 shares | 30K | $153.6 | 2.52K |
| Q2 2021 | share | Increase | +14.82% | 299 shares | 61K | $154.1 | 2.31K |
| Q1 2021 | share | 0.00% | 0 shares | 12K | $145.78 | 2.01K | |
| Q4 2020 | share | Increase | 0.00% | 2.01K shares | 285K | $139.42 | 2.01K |