WEALTHSPIRE ADVISORS, LLC – Vanguard Dividend Appreciation Index Fund Transaction History
WEALTHSPIRE ADVISORS, LLC portfolio value:
$4.96M
portfolio value
WEALTHSPIRE ADVISORS, 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 | +4.15% | 1.46K shares | -95K | $135.16 | 36.69K |
| Q2 2022 | share | Decrease | -12.31% | -4.94K shares | -1.46M | $143.47 | 35.23K |
| Q1 2022 | share | Increase | +1.14% | 453 shares | -308K | $162.16 | 40.17K |
| Q4 2021 | share | Decrease | -0.95% | -383 shares | 662K | $171.55 | 39.72K |
| Q3 2021 | share | Decrease | -4.88% | -2.05K shares | -366K | $153.6 | 40.10K |
| Q2 2021 | share | Decrease | -9.41% | -4.38K shares | -319K | $154.1 | 42.16K |
| Q1 2021 | share | Increase | +2.23% | 1.01K shares | 419K | $145.78 | 46.54K |
| Q4 2020 | share | Increase | 0.00% | 45.52K shares | 6.42M | $139.42 | 45.52K |
| Q3 2020 | share | Increase | +13.05% | 427 shares | 92K | $126.46 | 3.7K |
| Q2 2020 | share | Decrease | -92.89% | -42.74K shares | -4.37M | $114.68 | 3.27K |
| Q1 2020 | share | Increase | 0.00% | 46.01K shares | 4.75M | $100.66 | 46.01K |
| Q1 2019 | share | Decrease | -100.00% | -1.59K shares | -156K | $104.82 | 0 |
| Q4 2018 | share | Increase | 0.00% | 1.59K shares | 156K | $93.21 | 1.59K |