PHILLIPS FINANCIAL MANAGEMENT, LLC – Vanguard Total Stock Market Index Fund Transaction History
PHILLIPS FINANCIAL MANAGEMENT, LLC portfolio value:
$5.39M
portfolio value
PHILLIPS FINANCIAL MANAGEMENT, LLC quarter portfolio value change:
-4.85%
quarter
Vanguard Total Stock Market Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.09% | -27 shares | -280K | $179.47 | 30.06K |
| Q2 2022 | share | Decrease | -0.12% | -35 shares | -1.18M | $188.62 | 30.09K |
| Q1 2022 | share | Decrease | -6.99% | -2.26K shares | -962K | $227.67 | 30.12K |
| Q4 2021 | share | Increase | +10.77% | 3.14K shares | 1.32M | $242.21 | 32.39K |
| Q3 2021 | share | Increase | +126.93% | 16.35K shares | 3.62M | $222.06 | 29.24K |
| Q2 2021 | share | Decrease | -2.23% | -294 shares | 148K | $222.12 | 12.88K |
| Q1 2021 | share | Increase | +0.92% | 120 shares | 182K | $205.41 | 13.18K |
| Q4 2020 | share | Increase | +1.71% | 219 shares | 355K | $192.8 | 13.06K |
| Q3 2020 | share | Decrease | -1.12% | -145 shares | 154K | $168.02 | 12.84K |
| Q2 2020 | share | Increase | +4.51% | 561 shares | 505K | $153.8 | 12.98K |
| Q1 2020 | share | Decrease | -2.89% | -370 shares | -566K | $126.1 | 12.42K |
| Q4 2019 | share | Decrease | -5.33% | -720 shares | 53K | $159.31 | 12.79K |
| Q3 2019 | share | Increase | +0.05% | 7 shares | -1K | $146.23 | 13.51K |
| Q2 2019 | share | Decrease | -0.21% | -29 shares | 60K | $144.68 | 13.50K |
| Q1 2019 | share | Decrease | -2.19% | -303 shares | 215K | $138.98 | 13.53K |
| Q4 2018 | share | Decrease | -4.17% | -602 shares | -398K | $121.91 | 13.84K |
| Q3 2018 | share | Decrease | -7.88% | -1.23K shares | -42K | $142.09 | 14.44K |
| Q2 2018 | share | Decrease | -1.22% | -193 shares | 82K | $132.7 | 15.67K |
| Q1 2018 | share | Decrease | -2.90% | -474 shares | -169K | $127.71 | 15.87K |
| Q4 2017 | share | Decrease | -2.41% | -403 shares | 125K | $128.62 | 16.34K |
| Q3 2017 | share | Increase | 0.00% | 16.74K shares | 2.16M | $120.78 | 16.74K |
| Q2 2017 | share | Decrease | -100.00% | -16.62K shares | -1.98M | $115.56 | 0 |
| Q1 2017 | share | Decrease | -2.34% | -398 shares | -8K | $112.13 | 16.62K |
| Q4 2016 | share | Decrease | -8.34% | -1.54K shares | -35K | $106.11 | 17.02K |
| Q3 2016 | share | Decrease | -1.00% | -187 shares | -44K | $101.8 | 18.57K |
| Q2 2016 | share | Decrease | -0.23% | -43 shares | 92K | $97.51 | 18.75K |
| Q1 2016 | share | Increase | +0.05% | 9 shares | 178K | $94.96 | 18.80K |