LAIDLAW WEALTH MANAGEMENT LLC – Vanguard Dividend Appreciation Index Fund Transaction History
LAIDLAW WEALTH MANAGEMENT LLC portfolio value:
$571,000
portfolio value
LAIDLAW 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 | -0.45% | -19 shares | -38K | $135.16 | 4.22K |
| Q2 2022 | share | Decrease | -13.77% | -678 shares | -189K | $143.47 | 4.24K |
| Q1 2022 | share | Increase | +1.53% | 74 shares | -35K | $162.16 | 4.92K |
| Q4 2021 | share | Increase | 0.00% | 4.84K shares | 833K | $171.55 | 4.84K |
| Q1 2021 | share | Decrease | -100.00% | -4.25K shares | -601K | $145.78 | 0 |
| Q4 2020 | share | Increase | +33.11% | 1.05K shares | 190K | $139.42 | 4.25K |
| Q3 2020 | share | Increase | +8.33% | 246 shares | 65K | $126.46 | 3.19K |
| Q2 2020 | share | Increase | +2.15% | 62 shares | 47K | $114.68 | 2.95K |
| Q1 2020 | share | Increase | +11.89% | 307 shares | -23K | $100.66 | 2.89K |
| Q4 2019 | share | Increase | 0.00% | 2.58K shares | 322K | $120.82 | 2.58K |