ATTICUS WEALTH MANAGEMENT, LLC – Vanguard Dividend Appreciation Index Fund Transaction History
ATTICUS WEALTH MANAGEMENT, LLC portfolio value:
$2.58M
portfolio value
ATTICUS 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 | 0.00% | 0 shares | 0 | $135.16 | 18.01K | |
| Q2 2022 | share | Increase | +5.98% | 1.01K shares | -171K | $143.47 | 18.01K |
| Q1 2022 | share | Increase | +2.61% | 433 shares | -89K | $162.16 | 16.99K |
| Q4 2021 | share | Increase | +6.38% | 994 shares | 453K | $171.55 | 16.56K |
| Q3 2021 | share | Decrease | -2.47% | -394 shares | -79K | $153.6 | 15.57K |
| Q2 2021 | share | Increase | +0.96% | 152 shares | 145K | $154.1 | 15.96K |
| Q1 2021 | share | Increase | +18.81% | 2.50K shares | 447K | $145.78 | 15.81K |
| Q4 2020 | share | Increase | +7.62% | 942 shares | 288K | $139.42 | 13.30K |
| Q3 2020 | share | Increase | +32.24% | 3.01K shares | 495K | $126.46 | 12.36K |
| Q2 2020 | share | Increase | +13.02% | 1.07K shares | 240K | $114.68 | 9.35K |
| Q1 2020 | share | Increase | +12.52% | 921 shares | -61K | $100.66 | 8.27K |
| Q4 2019 | share | Increase | 0.00% | 7.35K shares | 917K | $120.82 | 7.35K |