CASTLE WEALTH MANAGEMENT LLC – Vanguard Dividend Appreciation Index Fund Transaction History
CASTLE WEALTH MANAGEMENT LLC portfolio value:
$56,000
portfolio value
CASTLE WEALTH MANAGEMENT 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 | -0.48% | -2 shares | -4K | $135.16 | 415 |
| Q2 2022 | share | Increase | 0.00% | 417 shares | 60K | $143.47 | 417 |