SPIRE WEALTH MANAGEMENT – Vanguard Utilities Index Fund Transaction History
SPIRE WEALTH MANAGEMENT portfolio value:
$875,000
portfolio value
SPIRE WEALTH MANAGEMENT quarter portfolio value change:
-6.62%
quarter
Vanguard Utilities Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -9.41% | -639 shares | -160K | $142.26 | 6.15K |
| Q2 2022 | share | Increase | +0.27% | 18 shares | -61K | $152.35 | 6.79K |
| Q1 2022 | share | Decrease | -2.36% | -164 shares | 11K | $161.81 | 6.77K |
| Q4 2021 | share | Increase | +4.95% | 327 shares | 157K | $155.79 | 6.93K |
| Q3 2021 | share | Decrease | -4.38% | -303 shares | -31K | $139.14 | 6.61K |
| Q2 2021 | share | Decrease | -1.76% | -124 shares | -29K | $137.6 | 6.91K |
| Q1 2021 | share | Increase | 0.00% | 7.03K shares | 988K | $138.34 | 7.03K |