PERFROMANCE WEALTH PARTNERS, LLC – Vanguard Dividend Appreciation Index Fund Transaction History
PERFROMANCE WEALTH PARTNERS, LLC portfolio value:
$68.15M
portfolio value
PERFROMANCE WEALTH PARTNERS, 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 | +5.87% | 27.96K shares | -179K | $135.16 | 504.28K |
| Q2 2022 | share | Decrease | -0.01% | -48 shares | -8.91M | $143.47 | 476.32K |
| Q1 2022 | share | Decrease | -0.21% | -989 shares | -4.73M | $162.16 | 476.37K |
| Q4 2021 | share | Increase | 0.00% | 477.36K shares | 81.98M | $171.55 | 477.36K |