PHILLIPS FINANCIAL MANAGEMENT, LLC – Vanguard Mortgage-Backed Securities Index Fund Transaction History
PHILLIPS FINANCIAL MANAGEMENT, LLC portfolio value:
$3.95M
portfolio value
PHILLIPS FINANCIAL MANAGEMENT, LLC quarter portfolio value change:
-5.69%
quarter
Vanguard Mortgage-Backed Securities Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -1.17% | -1.03K shares | -288K | $45.09 | 87.69K |
| Q2 2022 | share | 0.00% | 0 shares | -203K | $47.81 | 88.73K | |
| Q1 2022 | share | Increase | +0.39% | 343 shares | -225K | $50.1 | 88.73K |
| Q4 2021 | share | Increase | +7.35% | 6.05K shares | 282K | $52.79 | 88.38K |
| Q3 2021 | share | Increase | +197.54% | 54.66K shares | 2.91M | $53.15 | 82.33K |
| Q2 2021 | share | Increase | +73.24% | 11.69K shares | 625K | $53.08 | 27.67K |
| Q1 2021 | share | Increase | 0.00% | 15.97K shares | 852K | $52.98 | 15.97K |