WEALTHSPIRE ADVISORS, LLC – Vanguard S&P 500 Growth Index Fund Transaction History
WEALTHSPIRE ADVISORS, LLC portfolio value:
$1.50M
portfolio value
WEALTHSPIRE ADVISORS, LLC quarter portfolio value change:
-4.18%
quarter
Vanguard S&P 500 Growth Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +219.05% | 4.96K shares | 1.01M | $208.55 | 7.23K |
| Q2 2022 | share | Increase | +44.92% | 703 shares | 63K | $217.64 | 2.26K |
| Q1 2022 | share | Decrease | -7.34% | -124 shares | -79K | $275.65 | 1.56K |
| Q4 2021 | share | Increase | 0.00% | 1.68K shares | 510K | $303.43 | 1.68K |
| Q3 2021 | share | Decrease | -100.00% | -1.30K shares | -342K | $266.68 | 0 |
| Q2 2021 | share | 0.00% | 0 shares | 36K | $261.96 | 1.30K | |
| Q1 2021 | share | 0.00% | 0 shares | 6K | $234.26 | 1.30K | |
| Q4 2020 | share | Increase | 0.00% | 1.30K shares | 300K | $229.05 | 1.30K |