MILESTONE WEALTH, LLC – Vanguard Dividend Appreciation Index Fund Transaction History
MILESTONE WEALTH, LLC portfolio value:
$630,000
portfolio value
MILESTONE WEALTH, 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 | 0.00% | 0 shares | -38K | $135.16 | 4.65K | |
| Q2 2022 | share | Increase | +12.35% | 512 shares | -44K | $143.47 | 4.65K |
| Q1 2022 | share | 0.00% | 0 shares | 0 | $162.16 | 4.14K | |
| Q4 2021 | share | Increase | 0.00% | 4.14K shares | 712K | $171.55 | 4.14K |