MONTZ HARCUS WEALTH MANAGEMENT LLC – Vanguard High Dividend Yield Index Fund Transaction History
MONTZ HARCUS WEALTH MANAGEMENT LLC portfolio value:
$4.15M
portfolio value
MONTZ HARCUS WEALTH MANAGEMENT LLC quarter portfolio value change:
-6.71%
quarter
Vanguard High Dividend Yield Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +3.14% | 1.33K shares | -163K | $94.88 | 43.77K |
| Q2 2022 | share | Increase | +3.21% | 1.31K shares | -300K | $101.7 | 42.43K |
| Q1 2022 | share | Increase | +2.41% | 969 shares | 115K | $112.25 | 41.11K |
| Q4 2021 | share | Increase | 0.00% | 40.15K shares | 4.50M | $111.97 | 40.15K |