JEPPSON WEALTH MANAGEMENT, LLC – Vanguard Dividend Appreciation Index Fund Transaction History
JEPPSON WEALTH MANAGEMENT, LLC portfolio value:
$274,000
portfolio value
JEPPSON WEALTH MANAGEMENT, 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 | -5.72% | -123 shares | -35K | $135.16 | 2.02K |
Q2 2022 | share | Increase | 0.00% | 2.15K shares | 309K | $143.47 | 2.15K |