BADGLEY PHELPS WEALTH MANAGERS, LLC – Vanguard Dividend Appreciation Index Fund Transaction History
BADGLEY PHELPS WEALTH MANAGERS, LLC portfolio value:
$352,000
portfolio value
BADGLEY PHELPS WEALTH MANAGERS, 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 | Increase | +30.23% | 605 shares | 65K | $135.16 | 2.60K |
| Q2 2022 | share | Decrease | -69.93% | -4.65K shares | -793K | $143.47 | 2.00K |
| Q1 2022 | share | Increase | +31.68% | 1.60K shares | 212K | $162.16 | 6.65K |
| Q4 2021 | share | Decrease | -7.69% | -421 shares | 27K | $171.55 | 5.05K |
| Q3 2021 | share | Increase | 0.00% | 5.47K shares | 841K | $153.6 | 5.47K |