TRADITION WEALTH MANAGEMENT, LLC – Vanguard Dividend Appreciation Index Fund Transaction History
TRADITION WEALTH MANAGEMENT, LLC portfolio value:
$1.79M
portfolio value
TRADITION 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 | -1.79% | -242 shares | -145K | $135.16 | 13.26K |
| Q2 2022 | share | Increase | +1.58% | 210 shares | -219K | $143.47 | 13.50K |
| Q1 2022 | share | Decrease | -1.45% | -196 shares | -161K | $162.16 | 13.29K |
| Q4 2021 | share | Decrease | -0.24% | -33 shares | 240K | $171.55 | 13.49K |
| Q3 2021 | share | Increase | +0.04% | 5 shares | -15K | $153.6 | 13.52K |
| Q2 2021 | share | Decrease | -0.57% | -78 shares | 92K | $154.1 | 13.51K |
| Q1 2021 | share | Decrease | -4.13% | -586 shares | -2K | $145.78 | 13.59K |
| Q4 2020 | share | Increase | 0.00% | 14.18K shares | 2.00M | $139.42 | 14.18K |