PHILLIPS FINANCIAL MANAGEMENT, LLC – Vanguard Small Cap Index Fund Transaction History
PHILLIPS FINANCIAL MANAGEMENT, LLC portfolio value:
$2.48M
portfolio value
PHILLIPS FINANCIAL MANAGEMENT, LLC quarter portfolio value change:
-2.95%
quarter
Vanguard Small Cap Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.29% | -42 shares | -83K | $170.91 | 14.56K |
| Q2 2022 | share | Decrease | -5.93% | -921 shares | -728K | $176.11 | 14.60K |
| Q1 2022 | share | Decrease | -0.15% | -23 shares | -214K | $212.52 | 15.52K |
| Q4 2021 | share | Decrease | -1.36% | -215 shares | 67K | $226.36 | 15.55K |
| Q3 2021 | share | Decrease | -1.29% | -206 shares | -151K | $218.67 | 15.76K |
| Q2 2021 | share | Decrease | -1.67% | -272 shares | 121K | $224.69 | 15.97K |
| Q1 2021 | share | Decrease | -4.74% | -809 shares | 157K | $213 | 16.24K |
| Q4 2020 | share | Decrease | -5.42% | -977 shares | 547K | $193.18 | 17.05K |
| Q3 2020 | share | Decrease | -1.31% | -240 shares | 111K | $151.92 | 18.02K |
| Q2 2020 | share | Increase | +36.58% | 4.89K shares | 1.21M | $143.42 | 18.26K |
| Q1 2020 | share | Increase | 0.00% | 13.37K shares | 1.45M | $113.37 | 13.37K |