EVERMAY WEALTH MANAGEMENT LLC – Vanguard Dividend Appreciation Index Fund Transaction History
EVERMAY WEALTH MANAGEMENT LLC portfolio value:
$75,000
portfolio value
EVERMAY 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 | Increase | +13.44% | 66 shares | 5K | $135.16 | 557 |
| Q2 2022 | share | Increase | +169.78% | 309 shares | 40K | $143.47 | 491 |
| Q1 2022 | share | Increase | 0.00% | 182 shares | 30K | $162.16 | 182 |
| Q4 2021 | share | Decrease | -100.00% | -32 shares | -5K | $171.55 | 0 |
| Q3 2021 | share | 0.00% | 0 shares | 0 | $153.6 | 32 | |
| Q2 2021 | share | Increase | 0.00% | 32 shares | 5K | $154.1 | 32 |