SAGE MOUNTAIN ADVISORS LLC – Vanguard Dividend Appreciation Index Fund Transaction History
SAGE MOUNTAIN ADVISORS LLC portfolio value:
$425,000
portfolio value
SAGE MOUNTAIN 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 | Increase | +0.51% | 16 shares | -24K | $135.16 | 3.14K |
| Q2 2022 | share | Decrease | -3.81% | -124 shares | -78K | $143.47 | 3.12K |
| Q1 2022 | share | Decrease | -11.48% | -422 shares | -104K | $162.16 | 3.25K |
| Q4 2021 | share | Increase | 0.00% | 3.67K shares | 631K | $171.55 | 3.67K |