PLANNING DIRECTIONS INC – Vanguard Small Cap Index Fund Transaction History
PLANNING DIRECTIONS INC portfolio value:
$884,000
portfolio value
PLANNING DIRECTIONS INC 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 | Decrease | -16.12% | -994 shares | -202K | $170.91 | 5.17K |
| Q2 2022 | share | Decrease | -23.06% | -1.84K shares | -617K | $176.11 | 6.16K |
| Q1 2022 | share | Decrease | -5.90% | -502 shares | -221K | $212.52 | 8.01K |
| Q4 2021 | share | Decrease | -3.82% | -338 shares | -12K | $226.36 | 8.51K |
| Q3 2021 | share | Decrease | -1.22% | -109 shares | -83K | $218.67 | 8.85K |
| Q2 2021 | share | Decrease | -6.58% | -631 shares | -35K | $224.69 | 8.96K |
| Q1 2021 | share | Decrease | -5.75% | -585 shares | 73K | $213 | 9.59K |
| Q4 2020 | share | Decrease | -2.09% | -217 shares | 382K | $193.18 | 10.17K |
| Q3 2020 | share | Decrease | -2.41% | -257 shares | 47K | $151.92 | 10.39K |
| Q2 2020 | share | Increase | +198.79% | 7.08K shares | 1.14M | $143.42 | 10.65K |
| Q1 2020 | share | Decrease | -64.17% | -6.38K shares | -1.23M | $113.37 | 3.56K |
| Q4 2019 | share | Increase | +2.15% | 209 shares | 149K | $162.11 | 9.95K |
| Q3 2019 | share | Decrease | -1.88% | -187 shares | -56K | $149.81 | 9.74K |
| Q2 2019 | share | Decrease | -0.63% | -63 shares | 28K | $152.07 | 9.92K |
| Q1 2019 | share | Increase | +4.44% | 425 shares | 264K | $147.86 | 9.99K |
| Q4 2018 | share | Increase | +1.13% | 107 shares | -275K | $127.32 | 9.56K |
| Q3 2018 | share | Increase | +2.67% | 246 shares | 104K | $155.93 | 9.46K |
| Q2 2018 | share | Decrease | -1.51% | -141 shares | 60K | $148.71 | 9.21K |
| Q1 2018 | share | Increase | 0.00% | 9.35K shares | 1.37M | $140.01 | 9.35K |