PHILLIPS FINANCIAL MANAGEMENT, LLC – Vanguard Intermediate-Term Bond Index Fund Transaction History
PHILLIPS FINANCIAL MANAGEMENT, LLC portfolio value:
$6.68M
portfolio value
PHILLIPS FINANCIAL MANAGEMENT, LLC quarter portfolio value change:
-5.37%
quarter
Vanguard Intermediate-Term Bond Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -7.84% | -7.73K shares | -980K | $73.48 | 90.98K |
| Q2 2022 | share | Decrease | -24.05% | -31.26K shares | -2.98M | $77.65 | 98.72K |
| Q1 2022 | share | Decrease | -0.01% | -18 shares | -745K | $81.9 | 129.98K |
| Q4 2021 | share | Increase | +8.65% | 10.34K shares | 689K | $87.71 | 130.00K |
| Q3 2021 | share | Increase | +6.61% | 7.42K shares | 605K | $89.02 | 119.65K |
| Q2 2021 | share | Increase | +2.53% | 2.76K shares | 384K | $89.12 | 112.23K |
| Q1 2021 | share | Increase | +9.68% | 9.66K shares | 446K | $87.16 | 109.47K |
| Q4 2020 | share | Increase | +8.19% | 7.55K shares | 643K | $90.92 | 99.80K |
| Q3 2020 | share | Increase | +4.53% | 4.00K shares | 400K | $90.28 | 92.25K |
| Q2 2020 | share | Decrease | -2.58% | -2.33K shares | 157K | $89.51 | 88.25K |
| Q1 2020 | share | Increase | +4.02% | 3.49K shares | 471K | $85.27 | 90.58K |
| Q4 2019 | share | Increase | +3.14% | 2.64K shares | 165K | $82.9 | 87.08K |
| Q3 2019 | share | Increase | +19.15% | 13.57K shares | 1.31M | $82.9 | 84.43K |
| Q2 2019 | share | Decrease | -0.72% | -515 shares | 166K | $80.93 | 70.86K |
| Q1 2019 | share | Increase | +0.29% | 207 shares | 166K | $77.96 | 71.38K |
| Q4 2018 | share | Increase | +8.43% | 5.53K shares | 522K | $75.13 | 71.17K |
| Q3 2018 | share | Decrease | -7.70% | -5.47K shares | -473K | $73.65 | 65.64K |
| Q2 2018 | share | Decrease | -0.94% | -674 shares | -120K | $73.55 | 71.12K |
| Q1 2018 | share | Increase | +7.20% | 4.82K shares | 262K | $73.74 | 71.79K |
| Q4 2017 | share | Increase | +1.78% | 1.17K shares | 24K | $75.27 | 66.97K |
| Q3 2017 | share | Increase | +2.98% | 1.90K shares | 166K | $75.29 | 65.8K |
| Q2 2017 | share | Increase | +2.02% | 1.26K shares | 120K | $74.69 | 63.89K |
| Q1 2017 | share | Increase | +5.01% | 2.98K shares | 306K | $73.4 | 62.63K |
| Q4 2016 | share | Decrease | -1.26% | -761 shares | -262K | $72.62 | 59.64K |
| Q3 2016 | share | Decrease | -1.62% | -992 shares | -151K | $75.68 | 60.40K |
| Q2 2016 | share | Increase | +0.23% | 139 shares | 128K | $75.57 | 61.39K |
| Q1 2016 | share | Decrease | -4.53% | -2.90K shares | -138K | $73.56 | 61.26K |