WEALTHSPIRE ADVISORS, LLC – Vanguard Mid-Cap Value Index Fund Transaction History
WEALTHSPIRE ADVISORS, LLC portfolio value:
$13.66M
portfolio value
WEALTHSPIRE ADVISORS, LLC quarter portfolio value change:
-5.98%
quarter
Vanguard Mid-Cap Value Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +597.32% | 96.13K shares | 11.58M | $121.77 | 112.22K |
| Q2 2022 | share | Increase | +32.65% | 3.96K shares | 268K | $129.52 | 16.09K |
| Q1 2022 | share | Increase | +10.86% | 1.18K shares | 171K | $149.67 | 12.13K |
| Q4 2021 | share | Increase | +5.70% | 590 shares | 199K | $150.11 | 10.94K |
| Q3 2021 | share | Increase | +57.40% | 3.77K shares | 522K | $139.61 | 10.35K |
| Q2 2021 | share | Decrease | -56.01% | -8.37K shares | -1.09M | $139.93 | 6.57K |
| Q1 2021 | share | Increase | +220.24% | 10.28K shares | 1.46M | $133.67 | 14.95K |
| Q4 2020 | share | Increase | 0.00% | 4.67K shares | 556K | $117.42 | 4.67K |
| Q2 2020 | share | Decrease | -100.00% | -2.85K shares | -232K | $93.27 | 0 |
| Q1 2020 | share | Increase | 0.00% | 2.85K shares | 232K | $78.68 | 2.85K |