WEALTHSPIRE ADVISORS, LLC – Vanguard Value Index Fund Transaction History
WEALTHSPIRE ADVISORS, LLC portfolio value:
$46.69M
portfolio value
WEALTHSPIRE ADVISORS, LLC quarter portfolio value change:
-6.37%
quarter
Vanguard Value Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +187.71% | 246.71K shares | 29.36M | $123.48 | 378.15K |
| Q2 2022 | share | Increase | +65.18% | 51.86K shares | 5.57M | $131.88 | 131.43K |
| Q1 2022 | share | Increase | +2.38% | 1.84K shares | 325K | $147.78 | 79.57K |
| Q4 2021 | share | Increase | +3.27% | 2.46K shares | 1.24M | $147.05 | 77.72K |
| Q3 2021 | share | Increase | +2.10% | 1.54K shares | 55K | $135.37 | 75.26K |
| Q2 2021 | share | Increase | +2.50% | 1.79K shares | 679K | $136.66 | 73.71K |
| Q1 2021 | share | Increase | +18.87% | 11.41K shares | 2.25M | $129.99 | 71.91K |
| Q4 2020 | share | Increase | 0.00% | 60.50K shares | 7.19M | $117 | 60.50K |
| Q3 2020 | share | Decrease | -1.06% | -189 shares | 67K | $102.1 | 17.60K |
| Q2 2020 | share | Decrease | -47.43% | -16.05K shares | -1.24M | $96.62 | 17.79K |
| Q1 2020 | share | Increase | 0.00% | 33.84K shares | 3.01M | $85.73 | 33.84K |
| Q1 2019 | share | Decrease | -100.00% | -329 shares | -32K | $100.74 | 0 |
| Q4 2018 | share | Increase | 0.00% | 329 shares | 32K | $91.06 | 329 |