WEST FINANCIAL ADVISORS, LLC – Vanguard Dividend Appreciation Index Fund Transaction History
WEST FINANCIAL ADVISORS, LLC portfolio value:
$9.06M
portfolio value
WEST FINANCIAL 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 | Decrease | -1.03% | -700 shares | -658K | $135.16 | 67.05K |
Q2 2022 | share | Increase | +0.17% | 118 shares | -1.24M | $143.47 | 67.75K |
Q1 2022 | share | Decrease | -40.22% | -45.49K shares | -8.46M | $162.16 | 67.63K |
Q4 2021 | share | Decrease | -4.18% | -4.93K shares | 1.29M | $171.55 | 113.12K |
Q3 2021 | share | Increase | +3.71% | 4.22K shares | 513K | $153.6 | 118.05K |
Q2 2021 | share | Decrease | -0.28% | -315 shares | 831K | $154.1 | 113.83K |
Q1 2021 | share | Decrease | -2.16% | -2.52K shares | 319K | $145.78 | 114.15K |
Q4 2020 | share | Increase | 0.00% | 116.67K shares | 16.47M | $139.42 | 116.67K |