CLEARVIEW WEALTH ADVISORS LLC – Vanguard Dividend Appreciation Index Fund Transaction History
CLEARVIEW WEALTH ADVISORS LLC portfolio value:
$146,000
portfolio value
CLEARVIEW WEALTH ADVISORS 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 | -9K | $135.16 | 1.08K | |
| Q2 2022 | share | Decrease | -2.87% | -32 shares | -26K | $143.47 | 1.08K |
| Q1 2022 | share | Decrease | -52.49% | -1.23K shares | -222K | $162.16 | 1.11K |
| Q4 2021 | share | Increase | +11.71% | 246 shares | 80K | $171.55 | 2.34K |
| Q3 2021 | share | Decrease | -26.44% | -755 shares | -119K | $153.6 | 2.10K |
| Q2 2021 | share | Decrease | -0.73% | -21 shares | 19K | $154.1 | 2.85K |
| Q1 2021 | share | Decrease | -0.93% | -27 shares | 13K | $145.78 | 2.87K |
| Q4 2020 | share | Increase | 0.00% | 2.90K shares | 410K | $139.42 | 2.90K |