HELEN STEPHENS GROUP, LLC – Vanguard Dividend Appreciation Index Fund Transaction History
HELEN STEPHENS GROUP, LLC portfolio value:
$7.64M
portfolio value
HELEN STEPHENS GROUP, 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 | -7.92% | -4.86K shares | -1.16M | $135.16 | 56.57K |
| Q2 2022 | share | Increase | +0.88% | 536 shares | -1.06M | $143.47 | 61.43K |
| Q1 2022 | share | Decrease | -5.55% | -3.57K shares | -1.19M | $162.16 | 60.90K |
| Q4 2021 | share | Increase | 0.00% | 64.48K shares | 11.07M | $171.55 | 64.48K |