WEALTHSPIRE ADVISORS, LLC – Vanguard Total Stock Market Index Fund Transaction History
WEALTHSPIRE ADVISORS, LLC portfolio value:
$137.55M
portfolio value
WEALTHSPIRE ADVISORS, LLC quarter portfolio value change:
-4.85%
quarter
Vanguard Total Stock Market Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.31% | 9.93K shares | -5.13M | $179.47 | 766.42K |
| Q2 2022 | share | Decrease | -8.95% | -74.39K shares | -46.47M | $188.62 | 756.48K |
| Q1 2022 | share | Increase | +4.56% | 36.26K shares | -2.68M | $227.67 | 830.88K |
| Q4 2021 | share | Decrease | -2.43% | -19.82K shares | 10.99M | $242.21 | 794.62K |
| Q3 2021 | share | Decrease | -2.22% | -18.46K shares | -4.73M | $222.06 | 814.44K |
| Q2 2021 | share | Decrease | -5.38% | -47.33K shares | 3.65M | $222.12 | 832.90K |
| Q1 2021 | share | Increase | +17.75% | 132.68K shares | 36.43M | $205.41 | 880.23K |
| Q4 2020 | share | Increase | 0.00% | 747.55K shares | 145.50M | $192.8 | 747.55K |
| Q3 2020 | share | Increase | +1.18% | 7.24K shares | 9.67M | $168.02 | 619.87K |
| Q2 2020 | share | Decrease | -12.29% | -85.80K shares | 5.85M | $153.8 | 612.63K |
| Q1 2020 | share | Increase | +17.30% | 103.02K shares | -7.38M | $126.1 | 698.44K |
| Q4 2019 | share | Increase | +0.76% | 4.47K shares | 8.18M | $159.31 | 595.41K |
| Q3 2019 | share | Decrease | -1.84% | -11.05K shares | -1.12M | $146.23 | 590.94K |
| Q2 2019 | share | Increase | +0.09% | 521 shares | 3.31M | $144.68 | 601.99K |
| Q1 2019 | share | Increase | +4.79% | 27.50K shares | 13.78M | $138.98 | 601.47K |
| Q4 2018 | share | Increase | 0.00% | 573.96K shares | 73.25M | $121.91 | 573.96K |