Carolina Wealth Advisors, LLC Vanguard Dividend Appreciation Transaction History

Carolina Wealth Advisors, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 23, 2024	BUY	$150.16 - $171.16 $9,760 - $11,125	65 Added 18.06%	425 $72,000
Q2 2023 Jul 17, 2023	SELL	$152.74 - $162.43 $8,858 - $9,420	-58 Reduced 13.88%	360 $58,000
Q1 2023 Apr 14, 2023	BUY	$147.24 - $158.33 $8,539 - $9,183	58 Added 16.11%	418 $64,000
Q4 2020 Jan 29, 2021	BUY	N/A	360 New	360 $51,000
Q1 2020 Apr 09, 2020	SELL	N/A	-94 Closed	0 $0
Q4 2019 Feb 07, 2020	BUY	N/A	94 New	94 $12,000

2,192

202M

464K

68.2K

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