WEALTHSPIRE ADVISORS, LLC – Vanguard Tax-Exempt Bond Index Fund Transaction History
WEALTHSPIRE ADVISORS, LLC portfolio value:
$25.90M
portfolio value
WEALTHSPIRE ADVISORS, LLC quarter portfolio value change:
-3.57%
quarter
Vanguard Tax-Exempt Bond Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -13.44% | -83.53K shares | -5.12M | $48.14 | 538.11K |
| Q2 2022 | share | Increase | +255.45% | 446.76K shares | 22.01M | $49.92 | 621.65K |
| Q1 2022 | share | Increase | +7.46% | 12.14K shares | 79K | $51.55 | 174.89K |
| Q4 2021 | share | Increase | +0.47% | 754 shares | 65K | $54.93 | 162.74K |
| Q3 2021 | share | Decrease | -0.15% | -245 shares | -100K | $54.55 | 161.99K |
| Q2 2021 | share | Increase | +0.35% | 568 shares | 138K | $54.86 | 162.24K |
| Q1 2021 | share | Increase | +0.79% | 1.26K shares | -19K | $53.98 | 161.67K |
| Q4 2020 | share | Increase | 0.00% | 160.40K shares | 8.85M | $54.36 | 160.40K |
| Q3 2020 | share | Decrease | -3.41% | -1.35K shares | -62K | $53.28 | 38.18K |
| Q2 2020 | share | Decrease | -26.41% | -14.18K shares | -701K | $52.73 | 39.53K |
| Q1 2020 | share | Increase | +44.41% | 16.52K shares | 850K | $51.23 | 53.72K |
| Q4 2019 | share | Decrease | -11.52% | -4.84K shares | -263K | $51.68 | 37.20K |
| Q3 2019 | share | Decrease | -1.84% | -787 shares | -18K | $51.37 | 42.04K |
| Q2 2019 | share | Decrease | -12.99% | -6.39K shares | -294K | $50.55 | 42.83K |
| Q1 2019 | share | Decrease | -15.69% | -9.16K shares | -414K | $49.37 | 49.23K |
| Q4 2018 | share | Increase | 0.00% | 58.39K shares | 2.98M | $48.14 | 58.39K |