ONEASCENT WEALTH MANAGEMENT LLC – Vanguard Dividend Appreciation Index Fund Transaction History
ONEASCENT WEALTH MANAGEMENT LLC portfolio value:
$1.01M
portfolio value
ONEASCENT 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 | Increase | +0.39% | 29 shares | -58K | $135.16 | 7.53K |
Q2 2022 | share | Decrease | -6.49% | -521 shares | -225K | $143.47 | 7.50K |
Q1 2022 | share | Increase | 0.00% | 8.02K shares | 1.30M | $162.16 | 8.02K |