PHILLIPS FINANCIAL MANAGEMENT, LLC – Vanguard Tax-Exempt Bond Index Fund Transaction History
PHILLIPS FINANCIAL MANAGEMENT, LLC portfolio value:
$3.33M
portfolio value
PHILLIPS FINANCIAL MANAGEMENT, LLC quarter portfolio value change:
-3.57%
quarter
Vanguard Tax-Exempt Bond Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +5.69% | 3.72K shares | 63K | $48.14 | 69.18K |
| Q2 2022 | share | Decrease | -38.76% | -41.42K shares | -2.24M | $49.92 | 65.45K |
| Q1 2022 | share | Decrease | -6.43% | -7.34K shares | -762K | $51.55 | 106.88K |
| Q4 2021 | share | Increase | +0.90% | 1.02K shares | 72K | $54.93 | 114.22K |
| Q3 2021 | share | Decrease | -3.74% | -4.39K shares | -303K | $54.55 | 113.19K |
| Q2 2021 | share | Increase | +9.13% | 9.83K shares | 615K | $54.86 | 117.59K |
| Q1 2021 | share | Increase | +1.79% | 1.89K shares | 45K | $53.98 | 107.75K |
| Q4 2020 | share | Decrease | -1.20% | -1.29K shares | 10K | $54.36 | 105.86K |
| Q3 2020 | share | Increase | +12.37% | 11.79K shares | 671K | $53.28 | 107.15K |
| Q2 2020 | share | Increase | +7.25% | 6.44K shares | 543K | $52.73 | 95.35K |
| Q1 2020 | share | Decrease | -2.09% | -1.9K shares | -243K | $51.23 | 88.90K |
| Q4 2019 | share | Increase | +12.83% | 10.32K shares | 547K | $51.68 | 90.80K |
| Q3 2019 | share | Decrease | -2.61% | -2.15K shares | -60K | $51.37 | 80.48K |
| Q2 2019 | share | Increase | +3.18% | 2.54K shares | 209K | $50.55 | 82.63K |
| Q1 2019 | share | Increase | +5.40% | 4.10K shares | 287K | $49.37 | 80.09K |
| Q4 2018 | share | Increase | +30.72% | 17.85K shares | 950K | $48.14 | 75.98K |
| Q3 2018 | share | Increase | +4.09% | 2.28K shares | 87K | $47.25 | 58.12K |
| Q2 2018 | share | Increase | +2.59% | 1.40K shares | 83K | $47.42 | 55.84K |
| Q1 2018 | share | Increase | +4.65% | 2.41K shares | 74K | $47.01 | 54.43K |
| Q4 2017 | share | Increase | +16.70% | 7.44K shares | 382K | $47.64 | 52.02K |
| Q3 2017 | share | Increase | +4.21% | 1.8K shares | 96K | $47.31 | 44.57K |
| Q2 2017 | share | Increase | +13.19% | 4.98K shares | 282K | $46.76 | 42.77K |
| Q1 2017 | share | Increase | +124.35% | 20.94K shares | 1.07M | $45.91 | 37.79K |
| Q4 2016 | share | Increase | +1.70% | 282 shares | -4K | $45.43 | 16.84K |
| Q3 2016 | share | Increase | 0.00% | 16.56K shares | 856K | $46.91 | 16.56K |