U.S. CAPITAL WEALTH ADVISORS, LLC – Vanguard Dividend Appreciation Index Fund Transaction History
U.S. CAPITAL WEALTH ADVISORS, LLC portfolio value:
$1.73M
portfolio value
U.S. CAPITAL WEALTH ADVISORS, 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 | -14.55% | -2.18K shares | -420K | $135.16 | 12.84K |
| Q2 2022 | share | Increase | +1.21% | 179 shares | -252K | $143.47 | 15.02K |
| Q1 2022 | share | Increase | +3.96% | 565 shares | -45K | $162.16 | 14.84K |
| Q4 2021 | share | Increase | +23.95% | 2.76K shares | 683K | $171.55 | 14.28K |
| Q3 2021 | share | Increase | 0.00% | 11.52K shares | 1.77M | $153.6 | 11.52K |