PHILLIPS FINANCIAL MANAGEMENT, LLC – Vanguard S&P Small-Cap 600 Index Fund Transaction History
PHILLIPS FINANCIAL MANAGEMENT, LLC portfolio value:
$6.10M
portfolio value
PHILLIPS FINANCIAL MANAGEMENT, LLC quarter portfolio value change:
-5.04%
quarter
Vanguard S&P Small-Cap 600 Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -324K | $161.46 | 37.78K | |
| Q2 2022 | share | Increase | +4.52% | 1.63K shares | -734K | $170.03 | 37.78K |
| Q1 2022 | share | Increase | +4.45% | 1.54K shares | -114K | $198.03 | 36.15K |
| Q4 2021 | share | Increase | +6.34% | 2.06K shares | 713K | $210.27 | 34.61K |
| Q3 2021 | share | Increase | +55.85% | 11.66K shares | 2.22M | $201.53 | 32.54K |
| Q2 2021 | share | Increase | +87.90% | 9.77K shares | 2.12M | $207.44 | 20.88K |
| Q1 2021 | share | Increase | +6.15% | 644 shares | 454K | $198.91 | 11.11K |
| Q4 2020 | share | Increase | +2.89% | 294 shares | 443K | $167.77 | 10.47K |
| Q3 2020 | share | Increase | +1.12% | 113 shares | 55K | $127.74 | 10.17K |
| Q2 2020 | share | Increase | 0.00% | 10.06K shares | 1.25M | $123.77 | 10.06K |