WESTOVER CAPITAL ADVISORS, LLC – Vanguard Dividend Appreciation Index Fund Transaction History
WESTOVER CAPITAL ADVISORS, LLC portfolio value:
$269,000
portfolio value
WESTOVER CAPITAL 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 | -11.01% | -246 shares | -52K | $135.16 | 1.98K |
| Q2 2022 | share | Increase | +0.63% | 14 shares | -39K | $143.47 | 2.23K |
| Q1 2022 | share | Increase | +7.35% | 152 shares | 5K | $162.16 | 2.22K |
| Q4 2021 | share | Decrease | -0.43% | -9 shares | 36K | $171.55 | 2.06K |
| Q3 2021 | share | Decrease | -0.19% | -4 shares | -3K | $153.6 | 2.07K |
| Q2 2021 | share | Increase | +9.58% | 182 shares | 43K | $154.1 | 2.08K |
| Q1 2021 | share | Increase | +5.67% | 102 shares | 25K | $145.78 | 1.9K |
| Q4 2020 | share | Increase | +4.23% | 73 shares | 32K | $139.42 | 1.79K |
| Q3 2020 | share | Increase | 0.00% | 1.72K shares | 222K | $126.46 | 1.72K |