ACCURATE WEALTH MANAGEMENT, LLC – Vanguard Dividend Appreciation Index Fund Transaction History
ACCURATE WEALTH MANAGEMENT, LLC portfolio value:
$363,000
portfolio value
ACCURATE 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 | +53.66% | 908 shares | 116K | $135.16 | 2.6K |
| Q2 2022 | share | Increase | +2.30% | 38 shares | -21K | $143.47 | 1.69K |
| Q1 2022 | share | Increase | +0.61% | 10 shares | 4K | $162.16 | 1.65K |
| Q4 2021 | share | 0.00% | 0 shares | 4K | $171.55 | 1.64K | |
| Q3 2021 | share | Increase | +17.18% | 241 shares | 43K | $153.6 | 1.64K |
| Q2 2021 | share | Increase | 0.00% | 1.40K shares | 217K | $154.1 | 1.40K |