INSPIRION WEALTH ADVISORS, LLC – Vanguard Small Cap Value Index Fund Transaction History
INSPIRION WEALTH ADVISORS, LLC portfolio value:
$28.96M
portfolio value
INSPIRION WEALTH ADVISORS, LLC quarter portfolio value change:
-4.29%
quarter
Vanguard Small Cap Value Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +3.18% | 6.21K shares | -365K | $143.4 | 201.96K |
| Q2 2022 | share | Decrease | -3.83% | -7.78K shares | -6.48M | $149.82 | 195.74K |
| Q1 2022 | share | Increase | +4.90% | 9.49K shares | 1.10M | $175.94 | 203.53K |
| Q4 2021 | share | Increase | +1.37% | 2.62K shares | 2.30M | $178.69 | 194.03K |
| Q3 2021 | share | Increase | +4.58% | 8.38K shares | 613K | $169.26 | 191.41K |
| Q2 2021 | share | Increase | +3.04% | 5.39K shares | 2.36M | $172.99 | 183.03K |
| Q1 2021 | share | Increase | +6.82% | 11.33K shares | 5.76M | $164.36 | 177.64K |
| Q4 2020 | share | Increase | +1.38% | 2.26K shares | 5.50M | $140.59 | 166.30K |
| Q3 2020 | share | Increase | +44.04% | 50.15K shares | 5.97M | $108.7 | 164.03K |
| Q2 2020 | share | Increase | +1.09% | 1.22K shares | 2.17M | $104.46 | 113.88K |
| Q1 2020 | share | Increase | +4.84% | 5.19K shares | -4.72M | $86.35 | 112.66K |
| Q4 2019 | share | Increase | +1.18% | 1.25K shares | 1.04M | $132.8 | 107.46K |
| Q3 2019 | share | Increase | +0.87% | 915 shares | -60K | $123.92 | 106.21K |
| Q2 2019 | share | Increase | +3.56% | 3.61K shares | 656K | $125.09 | 105.29K |
| Q1 2019 | share | Increase | +7.04% | 6.68K shares | 2.25M | $122.65 | 101.67K |
| Q4 2018 | share | Decrease | -9.97% | -10.51K shares | -3.87M | $108.17 | 94.98K |
| Q3 2018 | share | Increase | +2.15% | 2.22K shares | 679K | $131.18 | 105.50K |
| Q2 2018 | share | Increase | +4.25% | 4.20K shares | 1.20M | $127.1 | 103.28K |
| Q1 2018 | share | Increase | +6.16% | 5.74K shares | 431K | $120.69 | 99.08K |
| Q4 2017 | share | Increase | +0.51% | 478 shares | 526K | $123.29 | 93.33K |
| Q3 2017 | share | Increase | +3.07% | 2.76K shares | 793K | $117.89 | 92.85K |
| Q2 2017 | share | Increase | +8.70% | 7.21K shares | 890K | $112.84 | 90.09K |
| Q1 2017 | share | Increase | +13.63% | 9.93K shares | 1.35M | $112.41 | 82.88K |
| Q4 2016 | share | Increase | +4.29% | 3.00K shares | 1.08M | $110.27 | 72.94K |
| Q3 2016 | share | Increase | +2.11% | 1.44K shares | 526K | $100.19 | 69.94K |
| Q2 2016 | share | Increase | +4.10% | 2.69K shares | 510K | $94.77 | 68.49K |
| Q1 2016 | share | Increase | +8.11% | 4.93K shares | 692K | $91.41 | 65.80K |