MADISON WEALTH MANAGEMENT – Vanguard Dividend Appreciation Index Fund Transaction History
MADISON WEALTH MANAGEMENT portfolio value:
$400,000
portfolio value
MADISON 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 | -18.74% | -683 shares | -123K | $135.16 | 2.96K |
| Q2 2022 | share | Increase | +16.35% | 512 shares | 15K | $143.47 | 3.64K |
| Q1 2022 | share | Increase | +0.51% | 16 shares | -27K | $162.16 | 3.13K |
| Q4 2021 | share | Increase | +3.35% | 101 shares | 72K | $171.55 | 3.11K |
| Q3 2021 | share | Increase | +0.74% | 22 shares | 0 | $153.6 | 3.01K |
| Q2 2021 | share | Increase | +1.91% | 56 shares | 31K | $154.1 | 2.99K |
| Q1 2021 | share | Increase | +0.07% | 2 shares | 18K | $145.78 | 2.93K |
| Q4 2020 | share | Increase | 0.00% | 2.93K shares | 414K | $139.42 | 2.93K |