SUGARLOAF WEALTH MANAGEMENT, LLC – Vanguard Dividend Appreciation Index Fund Transaction History
SUGARLOAF WEALTH MANAGEMENT, LLC portfolio value:
$589,000
portfolio value
SUGARLOAF 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 | +6.87% | 280 shares | 4K | $135.16 | 4.35K |
| Q2 2022 | share | 0.00% | 0 shares | -76K | $143.47 | 4.07K | |
| Q1 2022 | share | 0.00% | 0 shares | -39K | $162.16 | 4.07K | |
| Q4 2021 | share | Decrease | -51.73% | -4.36K shares | -597K | $171.55 | 4.07K |
| Q3 2021 | share | Increase | +0.01% | 1 shares | -10K | $153.6 | 8.44K |
| Q2 2021 | share | Increase | +0.02% | 2 shares | 65K | $154.1 | 8.44K |
| Q1 2021 | share | Decrease | -0.61% | -52 shares | 43K | $145.78 | 8.44K |
| Q4 2020 | share | Increase | +0.02% | 2 shares | 106K | $139.42 | 8.49K |
| Q3 2020 | share | Decrease | -10.98% | -1.04K shares | -25K | $126.46 | 8.49K |
| Q2 2020 | share | 0.00% | 0 shares | 132K | $114.68 | 9.53K | |
| Q1 2020 | share | Decrease | -1.08% | -104 shares | -216K | $100.66 | 9.53K |
| Q4 2019 | share | Increase | 0.00% | 9.64K shares | 1.20M | $120.82 | 9.64K |