CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC – Vanguard Dividend Appreciation Index Fund Transaction History
CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC portfolio value:
$1.41M
portfolio value
CLEAR PERSPECTIVES FINANCIAL PLANNING, 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 | -6.58% | -735 shares | -192K | $135.16 | 10.43K |
| Q2 2022 | share | Decrease | -68.13% | -23.88K shares | -4.08M | $143.47 | 11.17K |
| Q1 2022 | share | Decrease | -42.06% | -25.45K shares | -4.70M | $162.16 | 35.05K |
| Q4 2021 | share | Decrease | -5.39% | -3.44K shares | 568K | $171.55 | 60.50K |
| Q3 2021 | share | Decrease | -19.44% | -15.43K shares | -2.46M | $153.6 | 63.95K |
| Q2 2021 | share | Decrease | -8.73% | -7.59K shares | -505K | $154.1 | 79.38K |
| Q1 2021 | share | Decrease | -2.27% | -2.01K shares | 229K | $145.78 | 86.97K |
| Q4 2020 | share | Increase | 0.00% | 88.99K shares | 12.56M | $139.42 | 88.99K |