WEALTHSPIRE ADVISORS, LLC – Vanguard Small Cap Value Index Fund Transaction History
WEALTHSPIRE ADVISORS, LLC portfolio value:
$8.88M
portfolio value
WEALTHSPIRE ADVISORS, LLC quarter portfolio value change:
-4.29%
quarter
Vanguard Small Cap Value Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +175.77% | 39.51K shares | 5.52M | $143.4 | 61.98K |
| Q2 2022 | share | Increase | +2.37% | 521 shares | -495K | $149.82 | 22.47K |
| Q1 2022 | share | Increase | +31.27% | 5.23K shares | 871K | $175.94 | 21.95K |
| Q4 2021 | share | Increase | +22.61% | 3.08K shares | 683K | $178.69 | 16.72K |
| Q3 2021 | share | Decrease | -7.79% | -1.15K shares | -260K | $169.26 | 13.64K |
| Q2 2021 | share | Decrease | -2.52% | -382 shares | 55K | $172.99 | 14.79K |
| Q1 2021 | share | Increase | +129.64% | 8.56K shares | 1.57M | $164.36 | 15.17K |
| Q4 2020 | share | Increase | 0.00% | 6.60K shares | 940K | $140.59 | 6.60K |
| Q2 2020 | share | Decrease | -100.00% | -4.84K shares | -430K | $104.46 | 0 |
| Q1 2020 | share | Increase | 0.00% | 4.84K shares | 430K | $86.35 | 4.84K |