MARCUM WEALTH, LLC – Vanguard Dividend Appreciation Index Fund Transaction History
MARCUM WEALTH, LLC portfolio value:
$3.86M
portfolio value
MARCUM WEALTH, 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 | +29.40% | 6.50K shares | 696K | $135.16 | 28.62K |
| Q2 2022 | share | Increase | +0.38% | 84 shares | -400K | $143.47 | 22.11K |
| Q1 2022 | share | Increase | +0.02% | 4 shares | -211K | $162.16 | 22.03K |
| Q4 2021 | share | Increase | +0.27% | 59 shares | 409K | $171.55 | 22.03K |
| Q3 2021 | share | Increase | +0.01% | 2 shares | -26K | $153.6 | 21.97K |
| Q2 2021 | share | Increase | 0.00% | 1 shares | 170K | $154.1 | 21.97K |
| Q1 2021 | share | Increase | 0.00% | 21.96K shares | 3.23M | $145.78 | 21.96K |
| Q4 2020 | share | Increase | +25.45% | 4.55K shares | 867K | $139.42 | 22.45K |
| Q3 2020 | share | Decrease | -8.30% | -1.62K shares | 15K | $126.46 | 17.90K |
| Q2 2020 | share | Decrease | -66.34% | -38.47K shares | -3.70M | $114.68 | 19.52K |
| Q1 2020 | share | Increase | +7.04% | 3.81K shares | -758K | $100.66 | 57.99K |
| Q4 2019 | share | Increase | 0.00% | 54.18K shares | 6.75M | $120.82 | 54.18K |