WEALTHSPIRE ADVISORS, LLC – Vanguard Large Cap Index Fund Transaction History
WEALTHSPIRE ADVISORS, LLC portfolio value:
$56.45M
portfolio value
WEALTHSPIRE ADVISORS, LLC quarter portfolio value change:
-5.10%
quarter
Vanguard Large Cap Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +35.60% | 90.61K shares | 12.58M | $163.56 | 345.16K |
| Q2 2022 | share | Increase | +65.81% | 101.03K shares | 11.86M | $172.35 | 254.55K |
| Q1 2022 | share | Increase | +29.91% | 35.34K shares | 5.88M | $208.49 | 153.51K |
| Q4 2021 | share | Increase | +1.70% | 1.97K shares | 2.77M | $220.97 | 118.17K |
| Q3 2021 | share | Decrease | -14.80% | -20.18K shares | -4.03M | $200.92 | 116.2K |
| Q2 2021 | share | Decrease | -1.95% | -2.71K shares | 1.60M | $200.14 | 136.38K |
| Q1 2021 | share | Decrease | -1.66% | -2.35K shares | 916K | $184.16 | 139.1K |
| Q4 2020 | share | Increase | 0.00% | 141.45K shares | 24.85M | $174.08 | 141.45K |
| Q3 2020 | share | Decrease | -2.31% | -2.79K shares | 1.19M | $154.35 | 118.38K |
| Q2 2020 | share | Increase | +8.34% | 9.32K shares | 4.08M | $140.53 | 121.18K |
| Q1 2020 | share | Increase | +3206.41% | 108.47K shares | 12.74M | $115.87 | 111.85K |
| Q4 2019 | share | 0.00% | 0 shares | 39K | $143.88 | 3.38K | |
| Q3 2019 | share | 0.00% | 0 shares | 5K | $132 | 3.38K | |
| Q2 2019 | share | Increase | 0.00% | 3.38K shares | 456K | $129.91 | 3.38K |
| Q1 2019 | share | Decrease | -100.00% | -598 shares | -69K | $124.61 | 0 |