PHILLIPS FINANCIAL MANAGEMENT, LLC – Vanguard Energy Index Fund Transaction History
PHILLIPS FINANCIAL MANAGEMENT, LLC portfolio value:
$1.16M
portfolio value
PHILLIPS FINANCIAL MANAGEMENT, LLC quarter portfolio value change:
+2.12%
quarter
Vanguard Energy Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.66% | 187 shares | 43K | $101.58 | 11.48K |
| Q2 2022 | share | Increase | +40.01% | 3.22K shares | 260K | $99.47 | 11.29K |
| Q1 2022 | share | Increase | 0.00% | 8.06K shares | 863K | $107.04 | 8.06K |