KEUDELL/MORRISON WEALTH MANAGEMENT – Vanguard Dividend Appreciation Index Fund Transaction History
KEUDELL/MORRISON WEALTH MANAGEMENT portfolio value:
$1.40M
portfolio value
KEUDELL/MORRISON WEALTH MANAGEMENT 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 | -0.72% | -75 shares | -97K | $135.16 | 10.39K |
| Q2 2022 | share | Increase | +3.77% | 380 shares | -134K | $143.47 | 10.46K |
| Q1 2022 | share | Decrease | -3.20% | -333 shares | -154K | $162.16 | 10.08K |
| Q4 2021 | share | Increase | +6.83% | 666 shares | 292K | $171.55 | 10.42K |
| Q3 2021 | share | Increase | +12.70% | 1.09K shares | 158K | $153.6 | 9.75K |
| Q2 2021 | share | Increase | +11.00% | 858 shares | 193K | $154.1 | 8.65K |
| Q1 2021 | share | Increase | 0.00% | 7.79K shares | 1.14M | $145.78 | 7.79K |