PHILLIPS FINANCIAL MANAGEMENT, LLC – Vanguard Mid-Cap Value Index Fund Transaction History
PHILLIPS FINANCIAL MANAGEMENT, LLC portfolio value:
$1.60M
portfolio value
PHILLIPS FINANCIAL MANAGEMENT, LLC quarter portfolio value change:
-5.98%
quarter
Vanguard Mid-Cap Value Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -102K | $121.77 | 13.18K | |
| Q2 2022 | share | 0.00% | 0 shares | -266K | $129.52 | 13.18K | |
| Q1 2022 | share | Decrease | -0.26% | -34 shares | -14K | $149.67 | 13.18K |
| Q4 2021 | share | Decrease | -16.37% | -2.58K shares | -219K | $150.11 | 13.22K |
| Q3 2021 | share | Decrease | -2.59% | -421 shares | -73K | $139.61 | 15.80K |
| Q2 2021 | share | 0.00% | 0 shares | 91K | $139.93 | 16.23K | |
| Q1 2021 | share | Decrease | -7.77% | -1.36K shares | 96K | $133.67 | 16.23K |
| Q4 2020 | share | Decrease | -0.25% | -44 shares | 305K | $117.42 | 17.59K |
| Q3 2020 | share | Decrease | -5.48% | -1.02K shares | 2K | $99.43 | 17.64K |
| Q2 2020 | share | Increase | +67.18% | 7.5K shares | 928K | $93.27 | 18.66K |
| Q1 2020 | share | Increase | 0.00% | 11.16K shares | 858K | $78.68 | 11.16K |