WEALTHSPIRE ADVISORS, LLC – Vanguard Intermediate-Term Treasury Index Fund Transaction History
WEALTHSPIRE ADVISORS, LLC portfolio value:
$979,000
portfolio value
WEALTHSPIRE ADVISORS, LLC quarter portfolio value change:
-4.66%
quarter
Vanguard Intermediate-Term Treasury Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.84% | 140 shares | -39K | $58.31 | 16.78K |
| Q2 2022 | share | Decrease | -50.96% | -17.29K shares | -1.11M | $61.16 | 16.64K |
| Q1 2022 | share | Decrease | -3.59% | -1.26K shares | -205K | $62.91 | 33.94K |
| Q4 2021 | share | 0.00% | 0 shares | -38K | $66.53 | 35.20K | |
| Q3 2021 | share | 0.00% | 0 shares | -9K | $67.37 | 35.20K | |
| Q2 2021 | share | Decrease | -7.41% | -2.81K shares | -169K | $67.43 | 35.20K |
| Q1 2021 | share | Decrease | -42.80% | -28.44K shares | -2.05M | $66.67 | 38.02K |
| Q4 2020 | share | Increase | 0.00% | 66.47K shares | 4.61M | $68.71 | 66.47K |
| Q3 2020 | share | Increase | +6.14% | 4.26K shares | 294K | $68.99 | 73.75K |
| Q2 2020 | share | Decrease | -1.22% | -855 shares | -58K | $68.83 | 69.48K |
| Q1 2020 | share | Decrease | -12.74% | -10.27K shares | -350K | $68.52 | 70.34K |
| Q4 2019 | share | Decrease | -11.66% | -10.63K shares | -771K | $63.79 | 80.61K |
| Q3 2019 | share | Decrease | -0.16% | -150 shares | 54K | $64.08 | 91.24K |
| Q2 2019 | share | Decrease | -13.16% | -13.84K shares | -757K | $63.05 | 91.39K |
| Q1 2019 | share | Decrease | -20.93% | -27.85K shares | -1.66M | $61.26 | 105.24K |
| Q4 2018 | share | Increase | 0.00% | 133.09K shares | 8.44M | $60.07 | 133.09K |