TOTAL WEALTH PLANNING, LLC – Vanguard Dividend Appreciation Index Fund Transaction History
TOTAL WEALTH PLANNING, LLC portfolio value:
$370,000
portfolio value
TOTAL WEALTH PLANNING, 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 | -6.69% | -196 shares | -50K | $135.16 | 2.73K |
| Q2 2022 | share | Increase | +0.45% | 13 shares | -53K | $143.47 | 2.93K |
| Q1 2022 | share | Increase | 0.00% | 2.91K shares | 473K | $162.16 | 2.91K |