PHILLIPS FINANCIAL MANAGEMENT, LLC – Vanguard Large Cap Index Fund Transaction History
PHILLIPS FINANCIAL MANAGEMENT, LLC portfolio value:
$3.61M
portfolio value
PHILLIPS FINANCIAL MANAGEMENT, LLC quarter portfolio value change:
-5.10%
quarter
Vanguard Large Cap Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -1.03% | -231 shares | -234K | $163.56 | 22.12K |
| Q2 2022 | share | Decrease | -5.11% | -1.20K shares | -1.05M | $172.35 | 22.35K |
| Q1 2022 | share | Increase | +3.31% | 755 shares | -128K | $208.49 | 23.56K |
| Q4 2021 | share | Decrease | -0.90% | -206 shares | 417K | $220.97 | 22.80K |
| Q3 2021 | share | Decrease | -1.40% | -327 shares | -62K | $200.92 | 23.01K |
| Q2 2021 | share | Increase | +0.58% | 135 shares | 385K | $200.14 | 23.33K |
| Q1 2021 | share | Decrease | -4.42% | -1.07K shares | 34K | $184.16 | 23.20K |
| Q4 2020 | share | Decrease | -0.56% | -136 shares | 447K | $174.08 | 24.27K |
| Q3 2020 | share | Increase | +0.72% | 174 shares | 353K | $154.35 | 24.41K |
| Q2 2020 | share | Increase | +5.43% | 1.24K shares | 863K | $140.53 | 24.23K |
| Q1 2020 | share | Increase | +26.36% | 4.79K shares | -87K | $115.87 | 22.98K |
| Q4 2019 | share | Decrease | -0.95% | -174 shares | 186K | $143.88 | 18.19K |
| Q3 2019 | share | Decrease | -0.55% | -102 shares | -4K | $132 | 18.36K |
| Q2 2019 | share | Increase | +0.20% | 37 shares | 88K | $129.91 | 18.46K |
| Q1 2019 | share | Decrease | -0.83% | -155 shares | 285K | $124.61 | 18.43K |
| Q4 2018 | share | Decrease | -0.73% | -136 shares | -373K | $109.63 | 18.58K |
| Q3 2018 | share | Decrease | -3.35% | -649 shares | 84K | $126.65 | 18.72K |
| Q2 2018 | share | Decrease | -0.12% | -24 shares | 106K | $117.78 | 19.37K |
| Q1 2018 | share | Decrease | -1.07% | -210 shares | -145K | $113.92 | 19.39K |
| Q4 2017 | share | Decrease | -1.05% | -209 shares | 176K | $114.71 | 19.60K |
| Q3 2017 | share | Decrease | -0.81% | -161 shares | 17K | $107.48 | 19.81K |
| Q2 2017 | share | Decrease | -0.57% | -114 shares | 127K | $102.88 | 19.97K |
| Q1 2017 | share | Decrease | -0.98% | -198 shares | 31K | $99.74 | 20.09K |
| Q4 2016 | share | Decrease | -1.56% | -321 shares | 101K | $94.02 | 20.28K |
| Q3 2016 | share | Decrease | -0.90% | -188 shares | -47K | $90.56 | 20.60K |
| Q2 2016 | share | Decrease | -0.08% | -16 shares | 89K | $87.04 | 20.79K |
| Q1 2016 | share | Decrease | -0.87% | -182 shares | 155K | $84.99 | 20.81K |