WEALTHSPIRE ADVISORS, LLC – Vanguard 500 Index Fund Transaction History
WEALTHSPIRE ADVISORS, LLC portfolio value:
$352.85M
portfolio value
WEALTHSPIRE ADVISORS, LLC quarter portfolio value change:
-5.36%
quarter
Vanguard 500 Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +2.48% | 25.96K shares | -10.96M | $328.3 | 1.07M |
| Q2 2022 | share | Increase | +0.63% | 6.61K shares | -68.84M | $346.88 | 1.04M |
| Q1 2022 | share | Increase | +2.17% | 22.11K shares | -12.64M | $415.17 | 1.04M |
| Q4 2021 | share | Decrease | -0.19% | -1.95K shares | 42.24M | $437.77 | 1.02M |
| Q3 2021 | share | Decrease | -3.31% | -34.99K shares | -12.87M | $394.4 | 1.02M |
| Q2 2021 | share | Decrease | -0.70% | -7.43K shares | 28.17M | $392.24 | 1.05M |
| Q1 2021 | share | Increase | +2.10% | 21.86K shares | 29.45M | $361.88 | 1.06M |
| Q4 2020 | share | Increase | 0.00% | 1.04M shares | 358.31M | $340.23 | 1.04M |
| Q3 2020 | share | Decrease | -2.86% | -17.69K shares | 9.55M | $303.31 | 601.44K |
| Q2 2020 | share | Decrease | -42.85% | -464.18K shares | -81.07M | $278.24 | 619.14K |
| Q1 2020 | share | Increase | +65.22% | 427.63K shares | 62.59M | $231.3 | 1.08M |
| Q4 2019 | share | Decrease | -1.66% | -11.08K shares | 12.19M | $287.62 | 655.69K |
| Q3 2019 | share | Decrease | -1.63% | -11.01K shares | -664K | $263.78 | 666.78K |
| Q2 2019 | share | Decrease | -2.86% | -19.98K shares | 1.32M | $259.21 | 677.79K |
| Q1 2019 | share | Decrease | -4.91% | -35.99K shares | 12.47M | $248.67 | 697.78K |
| Q4 2018 | share | Increase | 0.00% | 733.77K shares | 168.62M | $218.96 | 733.77K |