SKYOAK WEALTH, LLC – Vanguard Dividend Appreciation Index Fund Transaction History
SKYOAK WEALTH, LLC portfolio value:
$3.97M
portfolio value
SKYOAK 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 | Decrease | -2.96% | -898 shares | -374K | $135.16 | 29.42K |
| Q2 2022 | share | Increase | +3.28% | 964 shares | -410K | $143.47 | 30.31K |
| Q1 2022 | share | Increase | +5.83% | 1.61K shares | -4K | $162.16 | 29.35K |
| Q4 2021 | share | Increase | +2.51% | 678 shares | 608K | $171.55 | 27.73K |
| Q3 2021 | share | Increase | +1.54% | 411 shares | 31K | $153.6 | 27.05K |
| Q2 2021 | share | Decrease | -0.27% | -73 shares | 56K | $154.1 | 26.64K |
| Q1 2021 | share | Increase | +0.18% | 48 shares | 304K | $145.78 | 26.72K |
| Q4 2020 | share | Decrease | -0.11% | -29 shares | 330K | $139.42 | 26.67K |
| Q3 2020 | share | Decrease | -12.34% | -3.75K shares | -134K | $126.46 | 26.70K |
| Q2 2020 | share | Increase | +364.75% | 23.90K shares | 2.89M | $114.68 | 30.46K |
| Q1 2020 | share | Decrease | -6.94% | -489 shares | -200K | $100.66 | 6.55K |
| Q4 2019 | share | Increase | 0.00% | 7.04K shares | 878K | $120.82 | 7.04K |