TAYLOR & MORGAN WEALTH MANAGEMENT, LLC – Vanguard Dividend Appreciation Index Fund Transaction History
TAYLOR & MORGAN WEALTH MANAGEMENT, LLC portfolio value:
$473,000
portfolio value
TAYLOR & MORGAN 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 | -4.97% | -183 shares | -56K | $135.16 | 3.50K |
| Q2 2022 | share | Increase | +0.11% | 4 shares | -68K | $143.47 | 3.68K |
| Q1 2022 | share | Decrease | -5.03% | -195 shares | -69K | $162.16 | 3.68K |
| Q4 2021 | share | Increase | 0.00% | 3.87K shares | 666K | $171.55 | 3.87K |