SUGARLOAF WEALTH MANAGEMENT, LLC – Vanguard High Dividend Yield Index Fund Transaction History
SUGARLOAF WEALTH MANAGEMENT, LLC portfolio value:
$89,000
portfolio value
SUGARLOAF WEALTH MANAGEMENT, LLC quarter portfolio value change:
-6.71%
quarter
Vanguard High Dividend Yield Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +4.74% | 42 shares | -1K | $94.88 | 928 |
| Q2 2022 | share | Increase | +9.38% | 76 shares | -9K | $101.7 | 886 |
| Q1 2022 | share | 0.00% | 0 shares | 8K | $112.25 | 810 | |
| Q4 2021 | share | Decrease | -13.55% | -127 shares | -6K | $111.97 | 810 |
| Q3 2021 | share | Decrease | -2.09% | -20 shares | -3K | $103.35 | 937 |
| Q2 2021 | share | 0.00% | 0 shares | 3K | $104.01 | 957 | |
| Q1 2021 | share | Decrease | -17.29% | -200 shares | -9K | $99.63 | 957 |
| Q4 2020 | share | 0.00% | 0 shares | 12K | $89.6 | 1.15K | |
| Q3 2020 | share | 0.00% | 0 shares | 3K | $78.54 | 1.15K | |
| Q2 2020 | share | 0.00% | 0 shares | 9K | $75.78 | 1.15K | |
| Q1 2020 | share | 0.00% | 0 shares | -26K | $67.35 | 1.15K | |
| Q4 2019 | share | Increase | 0.00% | 1.15K shares | 108K | $88.59 | 1.15K |