ONE CHARLES PRIVATE WEALTH SERVICES, LLC Vanguard Dividend Appreciation Index Fund Transaction History

ONE CHARLES PRIVATE WEALTH SERVICES, LLC portfolio value:

$484,000
portfolio value

ONE CHARLES PRIVATE WEALTH SERVICES, 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 +0.06% 2 shares -29K $135.16 3.58K
Q2 2022 share Increase +0.06% 2 shares -68K $143.47 3.58K
Q1 2022 share Increase +0.03% 1 shares -34K $162.16 3.58K
Q4 2021 share Increase +0.06% 2 shares 66K $171.55 3.57K
Q3 2021 share Decrease -2.72% -100 shares -20K $153.6 3.57K
Q2 2021 share Increase 0.00% 3.67K shares 569K $154.1 3.67K
Q3 2020 share Decrease -100.00% -3.30K shares -419K $126.46 0
Q2 2020 share Increase 0.00% 3.30K shares 419K $114.68 3.30K