BSW WEALTH PARTNERS – Vanguard Dividend Appreciation Index Fund Transaction History
BSW WEALTH PARTNERS portfolio value:
$599,000
portfolio value
BSW WEALTH PARTNERS 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 | +3.82% | 163 shares | -13K | $135.16 | 4.42K |
| Q2 2022 | share | Increase | +0.07% | 3 shares | -79K | $143.47 | 4.26K |
| Q1 2022 | share | Decrease | -5.50% | -248 shares | -84K | $162.16 | 4.26K |
| Q4 2021 | share | Increase | +21.89% | 810 shares | 207K | $171.55 | 4.51K |
| Q3 2021 | share | Decrease | -26.81% | -1.35K shares | -215K | $153.6 | 3.70K |
| Q2 2021 | share | Increase | +137.98% | 2.93K shares | 470K | $154.1 | 5.05K |
| Q1 2021 | share | Increase | 0.00% | 2.12K shares | 313K | $145.78 | 2.12K |