TRUEWEALTH ADVISORS, LLC – Vanguard Dividend Appreciation Index Fund Transaction History
TRUEWEALTH ADVISORS, LLC portfolio value:
$3.04M
portfolio value
TRUEWEALTH 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 | -18.31% | -5.04K shares | -910K | $135.16 | 22.49K |
| Q2 2022 | share | Decrease | -14.93% | -4.83K shares | -1.60M | $143.47 | 27.53K |
| Q1 2022 | share | Decrease | -2.18% | -706 shares | -675K | $162.16 | 31.66K |
| Q4 2021 | share | Decrease | -2.34% | -776 shares | 468K | $171.55 | 32.37K |
| Q3 2021 | share | Decrease | -1.58% | -533 shares | -121K | $153.6 | 33.14K |
| Q2 2021 | share | Increase | +13.48% | 4.00K shares | 703K | $154.1 | 33.68K |
| Q1 2021 | share | Increase | +16.44% | 4.19K shares | 880K | $145.78 | 29.67K |
| Q4 2020 | share | Increase | 0.00% | 25.48K shares | 3.63M | $139.42 | 25.48K |