WEALTHSPIRE ADVISORS, LLC – Vanguard Small Cap Index Fund Transaction History
WEALTHSPIRE ADVISORS, LLC portfolio value:
$55.84M
portfolio value
WEALTHSPIRE ADVISORS, LLC quarter portfolio value change:
-2.95%
quarter
Vanguard Small Cap Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +18.11% | 50.09K shares | 7.12M | $170.91 | 326.75K |
| Q2 2022 | share | Increase | +3.43% | 9.16K shares | -8.12M | $176.11 | 276.66K |
| Q1 2022 | share | Increase | +15.37% | 35.63K shares | 4.44M | $212.52 | 267.49K |
| Q4 2021 | share | Increase | +5.57% | 12.22K shares | 4.37M | $226.36 | 231.85K |
| Q3 2021 | share | Decrease | -4.08% | -9.34K shares | -3.55M | $218.67 | 219.63K |
| Q2 2021 | share | Decrease | -1.38% | -3.21K shares | 1.87M | $224.69 | 228.97K |
| Q1 2021 | share | Increase | +0.18% | 422 shares | 4.58M | $213 | 232.18K |
| Q4 2020 | share | Increase | 0.00% | 231.76K shares | 45.12M | $193.18 | 231.76K |
| Q3 2020 | share | Increase | +14.50% | 9.87K shares | 2.06M | $151.92 | 77.96K |
| Q2 2020 | share | Decrease | -64.98% | -126.34K shares | -12.52M | $143.42 | 68.08K |
| Q1 2020 | share | Increase | 0.00% | 194.43K shares | 22.44M | $113.37 | 194.43K |
| Q1 2019 | share | Decrease | -100.00% | -550 shares | -73K | $147.86 | 0 |
| Q4 2018 | share | Increase | 0.00% | 550 shares | 73K | $127.32 | 550 |