LEGACY WEALTH PLANNING, LLC – Vanguard Dividend Appreciation Index Fund Transaction History
LEGACY WEALTH PLANNING, LLC portfolio value:
$233,000
portfolio value
LEGACY WEALTH PLANNING, 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 | -23.10% | -517 shares | -88K | $135.16 | 1.72K |
| Q2 2022 | share | Decrease | -3.24% | -75 shares | -54K | $143.47 | 2.23K |
| Q1 2022 | share | Increase | 0.00% | 2.31K shares | 375K | $162.16 | 2.31K |