AMPLIUS WEALTH ADVISORS, LLC – Vanguard Dividend Appreciation Index Fund Transaction History
AMPLIUS WEALTH ADVISORS, LLC portfolio value:
$5.11M
portfolio value
AMPLIUS WEALTH ADVISORS, 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 | -1.14% | -437 shares | -377K | $135.16 | 37.81K |
| Q2 2022 | share | Decrease | -28.90% | -15.54K shares | -3.23M | $143.47 | 38.24K |
| Q1 2022 | share | Decrease | -1.99% | -1.09K shares | -704K | $162.16 | 53.79K |
| Q4 2021 | share | Increase | 0.00% | 54.88K shares | 9.42M | $171.55 | 54.88K |