WEALTHSPIRE ADVISORS, LLC – Vanguard Utilities Index Fund Transaction History
WEALTHSPIRE ADVISORS, LLC portfolio value:
$2.47M
portfolio value
WEALTHSPIRE ADVISORS, LLC quarter portfolio value change:
-6.62%
quarter
Vanguard Utilities Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -1.15% | -202 shares | -206K | $142.26 | 17.42K |
| Q2 2022 | share | Increase | +529.09% | 14.82K shares | 2.23M | $152.35 | 17.62K |
| Q1 2022 | share | Decrease | -3.35% | -97 shares | 0 | $161.81 | 2.80K |
| Q4 2021 | share | Decrease | -14.76% | -502 shares | -20K | $155.79 | 2.89K |
| Q3 2021 | share | Increase | 0.00% | 3.40K shares | 473K | $139.14 | 3.40K |
| Q2 2021 | share | Decrease | -100.00% | -3.67K shares | -517K | $137.6 | 0 |
| Q1 2021 | share | Increase | 0.00% | 3.67K shares | 517K | $138.34 | 3.67K |