PHILLIPS FINANCIAL MANAGEMENT, LLC – Vanguard Short-Term Inflation-Protected Securities Index Fund Transaction History
PHILLIPS FINANCIAL MANAGEMENT, LLC portfolio value:
$5.93M
portfolio value
PHILLIPS FINANCIAL MANAGEMENT, LLC quarter portfolio value change:
-4.01%
quarter
Vanguard Short-Term Inflation-Protected Securities Index Fund 13F transactions
Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
---|---|---|---|---|---|---|---|
Q3 2022 | share | Decrease | -0.59% | -738 shares | -285K | $48.11 | 123.30K |
Q2 2022 | share | Increase | +0.52% | 638 shares | -103K | $50.12 | 124.04K |
Q1 2022 | share | Increase | +1.82% | 2.20K shares | 90K | $51.21 | 123.40K |
Q4 2021 | share | Increase | +3.37% | 3.95K shares | 65K | $51.4 | 121.19K |
Q3 2021 | share | Increase | +5.93% | 6.56K shares | 364K | $51.71 | 117.24K |
Q2 2021 | share | Increase | +4.69% | 4.95K shares | 352K | $51.07 | 110.68K |
Q1 2021 | share | Increase | +3.86% | 3.92K shares | 247K | $50.22 | 105.72K |
Q4 2020 | share | Increase | +16.05% | 14.08K shares | 727K | $49.7 | 101.79K |
Q3 2020 | share | Increase | +0.89% | 770 shares | 113K | $49.03 | 87.71K |
Q2 2020 | share | Increase | +8.20% | 6.58K shares | 446K | $48.21 | 86.94K |
Q1 2020 | share | Decrease | -5.25% | -4.44K shares | -263K | $46.82 | 80.35K |
Q4 2019 | share | Increase | +1.34% | 1.12K shares | 75K | $47.36 | 84.80K |
Q3 2019 | share | Decrease | -0.78% | -662 shares | -53K | $46.8 | 83.67K |
Q2 2019 | share | Decrease | -0.68% | -581 shares | 24K | $46.64 | 84.34K |
Q1 2019 | share | Decrease | -2.22% | -1.92K shares | -29K | $45.88 | 84.92K |
Q4 2018 | share | Increase | +3.13% | 2.63K shares | 90K | $45.16 | 86.84K |
Q3 2018 | share | Increase | +0.12% | 103 shares | -36K | $45.25 | 84.21K |
Q2 2018 | share | Decrease | -0.91% | -771 shares | -43K | $45.21 | 84.10K |
Q1 2018 | share | Increase | +3.94% | 3.21K shares | 167K | $44.99 | 84.88K |
Q4 2017 | share | Increase | +1.42% | 1.14K shares | 2K | $44.91 | 81.66K |
Q3 2017 | share | Decrease | -0.21% | -167 shares | 7K | $44.81 | 80.51K |
Q2 2017 | share | Decrease | -0.97% | -793 shares | -66K | $44.61 | 80.68K |
Q1 2017 | share | Decrease | -0.16% | -127 shares | 24K | $44.83 | 81.47K |
Q4 2016 | share | Increase | +0.69% | 557 shares | -5K | $44.55 | 81.60K |
Q3 2016 | share | Decrease | -0.11% | -88 shares | 9K | $44.65 | 81.04K |
Q2 2016 | share | Decrease | -2.04% | -1.69K shares | -50K | $44.5 | 81.13K |
Q1 2016 | share | Increase | +0.24% | 198 shares | 76K | $44.18 | 82.82K |